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 | $216,395 | $159,901+35.3% | $146,958+47.2% | $145,922+48.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.13% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $31,681 | $5,286+499.3% | $4,933+542.2% | $4,660+579.9% |
| Participant deferral / active EE | $8,564 | $8,428+1.6% | $8,070+6.1% | $6,688+28.1% |
| Admin fee / account holder | $3,718 | $15,044-75.3% | $12,998-71.4% | $13,397-72.2% |