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 | $182,959 | $202,432-9.6% | $169,368+8.0% | $139,434+31.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.71% | 531.74%-520.0pp | 405.60%-393.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,502 | $4,692-46.7% | $4,013-37.7% | $4,751-47.3% |
| Participant deferral / active EE | $5,694 | $6,938-17.9% | $6,221-8.5% | $6,710-15.1% |
| Admin fee / account holder | $6,336 | $10,708-40.8% | $9,003-29.6% | $11,403-44.4% |