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 | $240,154 | $209,411+14.7% | $178,490+34.5% | $158,922+51.1% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 25.32% | 188.75%-163.4pp | 151.07%-125.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $7,750 | $5,706+35.8% | $5,011+54.7% | $4,761+62.8% |
| Participant deferral / active EE | $7,021 | $5,954+17.9% | $5,202+35.0% | $5,982+17.4% |
| Admin fee / account holder | $8,702 | $17,074-49.0% | $13,984-37.8% | $11,246-22.6% |