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 9-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 | $185,767 | $106,515+74.4% | $96,683+92.1% | $139,434+33.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 50.78% | 38.43%+12.4pp | 35.69%+15.1pp | 372.94%-322.2pp |
| Employer contribution / active EE | $9,985 | $4,103+143.4% | $3,737+167.2% | $4,751+110.2% |
| Participant deferral / active EE | $6,347 | $5,454+16.4% | $4,878+30.1% | $6,710-5.4% |
| Admin fee / account holder | $402 | $7,877-94.9% | $6,730-94.0% | $11,403-96.5% |