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 | $219,969 | $165,984+32.5% | $164,813+33.5% | $145,922+50.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 12.74% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.5pp |
| Employer contribution / active EE | $9,080 | $5,273+72.2% | $4,341+109.2% | $4,660+94.9% |
| Participant deferral / active EE | $4,737 | $6,959-31.9% | $6,031-21.5% | $6,688-29.2% |
| Admin fee / account holder | $820 | $16,648-95.1% | $12,690-93.5% | $13,397-93.9% |