See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,546 | $157,256+5.3% | $141,162+17.3% | $152,861+8.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 24.66% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $15,783 | $5,261+200.0% | $4,735+233.3% | $4,762+231.4% |
| Participant deferral / active EE | $10,418 | $7,109+46.5% | $6,709+55.3% | $5,850+78.1% |
| Admin fee / account holder | $1,269 | $12,120-89.5% | $10,261-87.6% | $11,596-89.1% |