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 | $167,852 | $159,602+5.2% | $150,045+11.9% | $142,382+17.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.04% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $13,544 | $4,961+173.0% | $4,693+188.6% | $4,299+215.0% |
| Participant deferral / active EE | $6,769 | $8,310-18.5% | $7,997-15.4% | $6,507+4.0% |
| Admin fee / account holder | $1,200 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |