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 | $179,593 | $175,202+2.5% | $149,673+20.0% | $139,434+28.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.79% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $8,167 | $5,474+49.2% | $4,818+69.5% | $4,751+71.9% |
| Participant deferral / active EE | $9,005 | $6,519+38.1% | $5,680+58.5% | $6,710+34.2% |
| Admin fee / account holder | $4,264 | $16,150-73.6% | $13,210-67.7% | $11,403-62.6% |