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 | $230,033 | $209,832+9.6% | $189,513+21.4% | $167,490+37.3% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 18.22% | 748.27%-730.1pp | 555.15%-536.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $15,836 | $6,914+129.0% | $6,162+157.0% | $4,837+227.4% |
| Participant deferral / active EE | $15,122 | $8,935+69.2% | $8,221+83.9% | $6,341+138.5% |
| Admin fee / account holder | $12,047 | $14,293-15.7% | $12,0450% | $12,309-2.1% |