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 | $223,294 | $197,591+13.0% | $177,821+25.6% | $158,922+40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.95% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,492 | $6,697-18.0% | $5,918-7.2% | $4,761+15.3% |
| Participant deferral / active EE | $11,552 | $8,405+37.4% | $7,714+49.8% | $5,982+93.1% |
| Admin fee / account holder | $5,507 | $15,399-64.2% | $12,427-55.7% | $11,246-51.0% |