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 | $217,188 | $168,632+28.8% | $147,614+47.1% | $125,391+73.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.96% | 77.65%-76.7pp | 61.98%-61.0pp | 282.22%-281.3pp |
| Employer contribution / active EE | $10,500 | $6,252+67.9% | $5,564+88.7% | $4,866+115.8% |
| Participant deferral / active EE | $1,926 | $5,507-65.0% | $4,895-60.6% | $5,352-64.0% |
| Admin fee / account holder | $7,657 | $13,580-43.6% | $11,611-34.1% | $9,540-19.7% |