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 | $203,866 | $226,064-9.8% | $182,532+11.7% | $152,861+33.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.81% | 192.51%-168.7pp | 148.54%-124.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,441 | $4,978-51.0% | $4,076-40.1% | $4,762-48.7% |
| Participant deferral / active EE | $6,478 | $6,368+1.7% | $5,524+17.3% | $5,850+10.7% |
| Admin fee / account holder | $13,323 | $10,703+24.5% | $8,592+55.1% | $11,596+14.9% |