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 | $203,093 | $210,648-3.6% | $177,989+14.1% | $145,922+39.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 14.69% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,615 | $4,565-64.6% | $3,949-59.1% | $4,660-65.3% |
| Participant deferral / active EE | $7,154 | $6,958+2.8% | $6,276+14.0% | $6,688+7.0% |
| Admin fee / account holder | $21,837 | $12,013+81.8% | $10,363+110.7% | $13,397+63.0% |