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 | $233,529 | $198,466+17.7% | $170,442+37.0% | $147,584+58.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.70% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $10,478 | $6,184+69.4% | $5,433+92.9% | $4,876+114.9% |
| Participant deferral / active EE | $9,454 | $5,629+67.9% | $4,939+91.4% | $5,439+73.8% |
| Admin fee / account holder | $6,991 | $16,852-58.5% | $13,880-49.6% | $10,885-35.8% |