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 | $244,000 | $209,411+16.5% | $178,490+36.7% | $158,922+53.5% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 14.52% | 188.75%-174.2pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,019 | $5,706-64.6% | $5,011-59.7% | $4,761-57.6% |
| Participant deferral / active EE | $4,246 | $5,954-28.7% | $5,202-18.4% | $5,982-29.0% |
| Admin fee / account holder | $1,098 | $17,074-93.6% | $13,984-92.1% | $11,246-90.2% |