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 | $222,096 | $209,411+6.1% | $178,490+24.4% | $158,922+39.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.41% | 188.75%-180.3pp | 151.07%-142.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $10,910 | $5,706+91.2% | $5,011+117.7% | $4,761+129.2% |
| Participant deferral / active EE | $11,573 | $5,954+94.4% | $5,202+122.5% | $5,982+93.5% |
| Admin fee / account holder | $33,449 | $17,074+95.9% | $13,984+139.2% | $11,246+197.4% |