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 | $155,796 | $202,432-23.0% | $169,368-8.0% | $139,434+11.7% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 16.02% | 531.74%-515.7pp | 405.60%-389.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,979 | $4,692-15.2% | $4,013-0.8% | $4,751-16.2% |
| Participant deferral / active EE | $10,365 | $6,938+49.4% | $6,221+66.6% | $6,710+54.5% |
| Admin fee / account holder | $16,140 | $10,708+50.7% | $9,003+79.3% | $11,403+41.6% |