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 | $210,744 | $214,378-1.7% | $200,582+5.1% | $142,382+48.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.53% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $20,392 | $6,841+198.1% | $6,419+217.7% | $4,299+374.3% |
| Participant deferral / active EE | $18,555 | $9,865+88.1% | $9,331+98.8% | $6,507+185.1% |
| Admin fee / account holder | $15,650 | $17,692-11.5% | $16,305-4.0% | $12,624+24.0% |