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 | $218,291 | $198,466+10.0% | $170,442+28.1% | $147,584+47.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.26% | 257.29%-247.0pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $19,910 | $6,184+222.0% | $5,433+266.5% | $4,876+308.3% |
| Participant deferral / active EE | $19,405 | $5,629+244.7% | $4,939+292.8% | $5,439+256.8% |
| Admin fee / account holder | $92,969 | $16,852+451.7% | $13,880+569.8% | $10,885+754.1% |