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 | $215,373 | $209,411+2.8% | $178,490+20.7% | $158,922+35.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.99% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $7,778 | $5,706+36.3% | $5,011+55.2% | $4,761+63.4% |
| Participant deferral / active EE | $6,225 | $5,954+4.5% | $5,202+19.7% | $5,982+4.1% |
| Admin fee / account holder | $13,087 | $17,074-23.4% | $13,984-6.4% | $11,246+16.4% |