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 | $168,030 | $159,602+5.3% | $150,045+12.0% | $142,382+18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.30% | 70.24%-49.9pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $20,023 | $4,961+303.7% | $4,693+326.7% | $4,299+365.8% |
| Participant deferral / active EE | $10,811 | $8,310+30.1% | $7,997+35.2% | $6,507+66.1% |
| Admin fee / account holder | $14,354 | $14,846-3.3% | $13,435+6.8% | $12,624+13.7% |