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 | $208,646 | $176,056+18.5% | $159,436+30.9% | $167,490+24.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 25.86% | 331.75%-305.9pp | 263.57%-237.7pp | 478.56%-452.7pp |
| Employer contribution / active EE | $11,428 | $5,297+115.7% | $4,829+136.6% | $4,837+136.2% |
| Participant deferral / active EE | $7,281 | $7,750-6.1% | $7,352-1.0% | $6,341+14.8% |
| Admin fee / account holder | $307 | $12,554-97.6% | $10,799-97.2% | $12,309-97.5% |