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 | $212,815 | $202,318+5.2% | $172,739+23.2% | $152,861+39.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 20.38% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,554 | $5,856-73.5% | $5,143-69.8% | $4,762-67.4% |
| Participant deferral / active EE | $6,081 | $5,948+2.2% | $5,198+17.0% | $5,850+3.9% |
| Admin fee / account holder | $4,108 | $17,109-76.0% | $13,954-70.6% | $11,596-64.6% |