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 5-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 | $219,597 | $176,056+24.7% | $159,436+37.7% | $167,490+31.1% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 51.39% | 331.75%-280.4pp | 263.57%-212.2pp | 478.56%-427.2pp |
| Employer contribution / active EE | $4,891 | $5,297-7.7% | $4,829+1.3% | $4,837+1.1% |
| Participant deferral / active EE | $12,067 | $7,750+55.7% | $7,352+64.1% | $6,341+90.3% |
| Admin fee / account holder | $880 | $12,554-93.0% | $10,799-91.9% | $12,309-92.9% |