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 | $198,018 | $175,202+13.0% | $149,673+32.3% | $139,434+42.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 22.35% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $9,961 | $5,474+82.0% | $4,818+106.8% | $4,751+109.7% |
| Participant deferral / active EE | $6,301 | $6,519-3.3% | $5,680+10.9% | $6,710-6.1% |
| Admin fee / account holder | $2,496 | $16,150-84.5% | $13,210-81.1% | $11,403-78.1% |