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 | $170,310 | $183,963-7.4% | $162,163+5.0% | $152,861+11.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.92% | 150.76%-125.8pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $6,093 | $6,371-4.4% | $5,614+8.5% | $4,762+28.0% |
| Participant deferral / active EE | $18,210 | $8,034+126.7% | $7,298+149.5% | $5,850+211.3% |
| Admin fee / account holder | $3,270 | $13,121-75.1% | $10,843-69.8% | $11,596-71.8% |