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 | $223,572 | $209,411+6.8% | $178,490+25.3% | $158,922+40.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.46% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,657 | $5,706-35.9% | $5,011-27.0% | $4,761-23.2% |
| Participant deferral / active EE | $3,168 | $5,954-46.8% | $5,202-39.1% | $5,982-47.0% |
| Admin fee / account holder | $85,880 | $17,074+403.0% | $13,984+514.1% | $11,246+663.7% |