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 | $229,434 | $217,402+5.5% | $185,823+23.5% | $167,490+37.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.58% | 148.36%-115.8pp | 122.05%-89.5pp | 478.56%-446.0pp |
| Employer contribution / active EE | $3,230 | $5,873-45.0% | $5,167-37.5% | $4,837-33.2% |
| Participant deferral / active EE | $17,807 | $6,356+180.1% | $5,568+219.8% | $6,341+180.8% |
| Admin fee / account holder | $3,816 | $19,811-80.7% | $16,237-76.5% | $12,309-69.0% |