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 | $164,497 | $183,963-10.6% | $162,163+1.4% | $152,861+7.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.75% | 150.76%-126.0pp | 115.59%-90.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $7,842 | $6,371+23.1% | $5,614+39.7% | $4,762+64.7% |
| Participant deferral / active EE | $6,301 | $8,034-21.6% | $7,298-13.7% | $5,850+7.7% |
| Admin fee / account holder | $3,226 | $13,121-75.4% | $10,843-70.2% | $11,596-72.2% |