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 | $172,642 | $148,534+16.2% | $135,903+27.0% | $139,434+23.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.40% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $11,969 | $5,243+128.3% | $4,856+146.5% | $4,751+151.9% |
| Participant deferral / active EE | $8,569 | $8,100+5.8% | $7,758+10.5% | $6,710+27.7% |
| Admin fee / account holder | $7,073 | $12,400-43.0% | $10,762-34.3% | $11,403-38.0% |