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 4-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 | $211,631 | $177,572+19.2% | $154,803+36.7% | $142,382+48.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.64% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,353 | $4,810+52.8% | $4,305+70.8% | $4,299+71.0% |
| Participant deferral / active EE | $6,055 | $6,272-3.5% | $5,540+9.3% | $6,507-7.0% |
| Admin fee / account holder | $706 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |