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 | $167,077 | $107,934+54.8% | $91,989+81.6% | $152,861+9.3% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 20.64% | 89.24%-68.6pp | 69.02%-48.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $19,488 | $4,210+362.9% | $3,452+464.6% | $4,762+309.2% |
| Participant deferral / active EE | $11,034 | $6,364+73.4% | $5,923+86.3% | $5,850+88.6% |
| Admin fee / account holder | $1,411 | $10,520-86.6% | $7,743-81.8% | $11,596-87.8% |