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 | $168,407 | $114,047+47.7% | $96,139+75.2% | $167,490+0.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.24% | 189.88%-163.6pp | 191.94%-165.7pp | 478.56%-452.3pp |
| Employer contribution / active EE | $5,837 | $3,427+70.3% | $2,797+108.7% | $4,837+20.7% |
| Participant deferral / active EE | $6,992 | $5,194+34.6% | $4,349+60.8% | $6,341+10.3% |
| Admin fee / account holder | $6,156 | $6,897-10.7% | $5,537+11.2% | $12,309-50.0% |