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 | $207,281 | $183,519+12.9% | $155,509+33.3% | $145,922+42.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 15.36% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $9,693 | $5,313+82.5% | $4,672+107.5% | $4,660+108.0% |
| Participant deferral / active EE | $11,856 | $6,462+83.5% | $5,626+110.7% | $6,688+77.3% |
| Admin fee / account holder | $3,341 | $19,313-82.7% | $15,912-79.0% | $13,397-75.1% |