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 | $204,981 | $176,056+16.4% | $159,436+28.6% | $167,490+22.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.84% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $30,466 | $5,297+475.1% | $4,829+530.8% | $4,837+529.8% |
| Participant deferral / active EE | $8,236 | $7,750+6.3% | $7,352+12.0% | $6,341+29.9% |
| Admin fee / account holder | $366 | $12,554-97.1% | $10,799-96.6% | $12,309-97.0% |