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 | $182,272 | $202,432-10.0% | $169,368+7.6% | $139,434+30.7% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.29% | 531.74%-517.5pp | 405.60%-391.3pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,178 | $4,692+10.4% | $4,013+29.0% | $4,751+9.0% |
| Participant deferral / active EE | $17,358 | $6,938+150.2% | $6,221+179.0% | $6,710+158.7% |
| Admin fee / account holder | $3,909 | $10,708-63.5% | $9,003-56.6% | $11,403-65.7% |