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 | $239,342 | $209,411+14.3% | $178,490+34.1% | $158,922+50.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.14% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,103 | $5,706-45.6% | $5,011-38.1% | $4,761-34.8% |
| Participant deferral / active EE | $6,741 | $5,954+13.2% | $5,202+29.6% | $5,982+12.7% |
| Admin fee / account holder | $1,224 | $17,074-92.8% | $13,984-91.2% | $11,246-89.1% |