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 | $167,308 | $209,411-20.1% | $178,490-6.3% | $158,922+5.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.16% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $8,649 | $5,706+51.6% | $5,011+72.6% | $4,761+81.7% |
| Participant deferral / active EE | $6,314 | $5,954+6.0% | $5,202+21.4% | $5,982+5.6% |
| Admin fee / account holder | $23,012 | $17,074+34.8% | $13,984+64.6% | $11,246+104.6% |