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 | $183,358 | $209,411-12.4% | $178,490+2.7% | $158,922+15.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.78% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $9,271 | $5,706+62.5% | $5,011+85.0% | $4,761+94.7% |
| Participant deferral / active EE | $12,885 | $5,954+116.4% | $5,202+147.7% | $5,982+115.4% |
| Admin fee / account holder | $32,473 | $17,074+90.2% | $13,984+132.2% | $11,246+188.8% |