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 | $236,405 | $209,411+12.9% | $178,490+32.4% | $158,922+48.8% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 23.16% | 188.75%-165.6pp | 151.07%-127.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $3,170 | $5,706-44.4% | $5,011-36.7% | $4,761-33.4% |
| Participant deferral / active EE | $6,267 | $5,954+5.3% | $5,202+20.5% | $5,982+4.8% |
| Admin fee / account holder | $2,892 | $17,074-83.1% | $13,984-79.3% | $11,246-74.3% |