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 | $244,177 | $183,519+33.1% | $155,509+57.0% | $145,922+67.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.2pp |
| Employer contribution / active EE | $4,856 | $5,313-8.6% | $4,672+3.9% | $4,660+4.2% |
| Participant deferral / active EE | $9,723 | $6,462+50.5% | $5,626+72.8% | $6,688+45.4% |
| Admin fee / account holder | $12,359 | $19,313-36.0% | $15,912-22.3% | $13,397-7.7% |