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 | $205,578 | $175,202+17.3% | $149,673+37.4% | $139,434+47.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 15.24% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,272 | $5,474+14.6% | $4,818+30.2% | $4,751+32.0% |
| Participant deferral / active EE | $12,036 | $6,519+84.6% | $5,680+111.9% | $6,710+79.4% |
| Admin fee / account holder | $1,129 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |