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 | $96,482 | $209,411-53.9% | $178,490-45.9% | $158,922-39.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.81% | 188.75%-157.9pp | 151.07%-120.3pp | 302.83%-272.0pp |
| Employer contribution / active EE | $7,768 | $5,706+36.1% | $5,011+55.0% | $4,761+63.2% |
| Participant deferral / active EE | $7,439 | $5,954+24.9% | $5,202+43.0% | $5,982+24.4% |
| Admin fee / account holder | $7,824 | $17,074-54.2% | $13,984-44.1% | $11,246-30.4% |