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 | $205,218 | $165,335+24.1% | $149,696+37.1% | $158,922+29.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 49.46% | 348.15%-298.7pp | 276.60%-227.1pp | 302.83%-253.4pp |
| Employer contribution / active EE | $9,210 | $5,103+80.5% | $4,644+98.3% | $4,761+93.4% |
| Participant deferral / active EE | $7,528 | $7,181+4.8% | $6,842+10.0% | $5,982+25.8% |
| Admin fee / account holder | $2,236 | $10,807-79.3% | $9,309-76.0% | $11,246-80.1% |