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 | $202,863 | $165,984+22.2% | $164,813+23.1% | $145,922+39.0% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 15.65% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,551 | $5,273-70.6% | $4,341-64.3% | $4,660-66.7% |
| Participant deferral / active EE | $3,235 | $6,959-53.5% | $6,031-46.4% | $6,688-51.6% |
| Admin fee / account holder | $12,014 | $16,648-27.8% | $12,690-5.3% | $13,397-10.3% |