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 | $231,737 | $209,411+10.7% | $178,490+29.8% | $158,922+45.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.00% | 188.75%-173.7pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $10,802 | $5,706+89.3% | $5,011+115.6% | $4,761+126.9% |
| Participant deferral / active EE | $6,712 | $5,954+12.7% | $5,202+29.0% | $5,982+12.2% |
| Admin fee / account holder | $1,275 | $17,074-92.5% | $13,984-90.9% | $11,246-88.7% |