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 | $197,766 | $183,963+7.5% | $162,163+22.0% | $152,861+29.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.14% | 150.76%-127.6pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $5,435 | $6,371-14.7% | $5,614-3.2% | $4,762+14.1% |
| Participant deferral / active EE | $14,558 | $8,034+81.2% | $7,298+99.5% | $5,850+148.8% |
| Admin fee / account holder | $1,554 | $13,121-88.2% | $10,843-85.7% | $11,596-86.6% |