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 | $217,162 | $176,056+23.3% | $159,436+36.2% | $167,490+29.7% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 45.34% | 331.75%-286.4pp | 263.57%-218.2pp | 478.56%-433.2pp |
| Employer contribution / active EE | $3,191 | $5,297-39.8% | $4,829-33.9% | $4,837-34.0% |
| Participant deferral / active EE | $8,153 | $7,750+5.2% | $7,352+10.9% | $6,341+28.6% |
| Admin fee / account holder | $1,780 | $12,554-85.8% | $10,799-83.5% | $12,309-85.5% |