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 | $174,406 | $159,602+9.3% | $150,045+16.2% | $142,382+22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.52% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $11,212 | $4,961+126.0% | $4,693+138.9% | $4,299+160.8% |
| Participant deferral / active EE | $8,122 | $8,310-2.3% | $7,997+1.6% | $6,507+24.8% |
| Admin fee / account holder | $12,796 | $14,846-13.8% | $13,435-4.8% | $12,624+1.4% |