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 | $200,651 | $180,449+11.2% | $154,107+30.2% | $135,375+48.2% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -3.76% | 888.09%-891.8pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $7,944 | $6,035+31.6% | $5,298+50.0% | $4,779+66.2% |
| Participant deferral / active EE | $4,409 | $5,806-24.1% | $5,081-13.2% | $5,609-21.4% |
| Admin fee / account holder | $931 | $16,143-94.2% | $13,411-93.1% | $10,827-91.4% |