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 | $153,986 | $144,119+6.8% | $117,854+30.7% | $147,584+4.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.50% | 531.15%-516.6pp | 335.08%-320.6pp | 578.55%-564.0pp |
| Employer contribution / active EE | $4,545 | $4,896-7.2% | $3,786+20.1% | $4,876-6.8% |
| Participant deferral / active EE | $5,985 | $5,316+12.6% | $4,482+33.5% | $5,439+10.0% |
| Admin fee / account holder | $2,314 | $10,886-78.7% | $8,020-71.1% | $10,885-78.7% |