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 9-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 | $212,189 | $203,436+4.3% | $152,466+39.2% | $167,490+26.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 14.46% | 13.80%+0.7pp | 757.33%-742.9pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,272 | $5,220-56.5% | $4,327-47.5% | $4,837-53.0% |
| Participant deferral / active EE | $15,199 | $6,716+126.3% | $5,820+161.1% | $6,341+139.7% |
| Admin fee / account holder | $2,708 | $22,506-88.0% | $15,805-82.9% | $12,309-78.0% |