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 | $246,890 | $209,411+17.9% | $178,490+38.3% | $158,922+55.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.52% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,160 | $5,706-62.1% | $5,011-56.9% | $4,761-54.6% |
| Participant deferral / active EE | $4,657 | $5,954-21.8% | $5,202-10.5% | $5,982-22.2% |
| Admin fee / account holder | $10,210 | $17,074-40.2% | $13,984-27.0% | $11,246-9.2% |