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 | $192,591 | $226,064-14.8% | $182,532+5.5% | $152,861+26.0% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.0%+16.5pp | 82.4%+12.0pp |
| Annual return | 26.57% | 192.51%-165.9pp | 148.54%-122.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $4,023 | $4,978-19.2% | $4,076-1.3% | $4,762-15.5% |
| Participant deferral / active EE | $9,114 | $6,368+43.1% | $5,524+65.0% | $5,850+55.8% |
| Admin fee / account holder | $377 | $10,703-96.5% | $8,592-95.6% | $11,596-96.8% |