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 | $206,580 | $150,187+37.5% | $120,354+71.6% | $145,922+41.6% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 10.80% | 154.07%-143.3pp | 107.15%-96.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,440 | $4,348+25.1% | $3,463+57.1% | $4,660+16.7% |
| Participant deferral / active EE | $9,122 | $6,173+47.8% | $4,991+82.8% | $6,688+36.4% |
| Admin fee / account holder | $1,128 | $12,207-90.8% | $9,423-88.0% | $13,397-91.6% |