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 | $173,296 | $165,984+4.4% | $164,813+5.1% | $145,922+18.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.75% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.5pp |
| Employer contribution / active EE | $13,649 | $5,273+158.8% | $4,341+214.4% | $4,660+192.9% |
| Participant deferral / active EE | $13,175 | $6,959+89.3% | $6,031+118.4% | $6,688+97.0% |
| Admin fee / account holder | $1,420 | $16,648-91.5% | $12,690-88.8% | $13,397-89.4% |