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 | $225,423 | $183,519+22.8% | $155,509+45.0% | $145,922+54.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.16% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $11,933 | $5,313+124.6% | $4,672+155.4% | $4,660+156.1% |
| Participant deferral / active EE | $7,500 | $6,462+16.1% | $5,626+33.3% | $6,688+12.1% |
| Admin fee / account holder | $1,250 | $19,313-93.5% | $15,912-92.1% | $13,397-90.7% |