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 | $217,496 | $176,056+23.5% | $159,436+36.4% | $167,490+29.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.48% | 331.75%-306.3pp | 263.57%-238.1pp | 478.56%-453.1pp |
| Employer contribution / active EE | $10,573 | $5,297+99.6% | $4,829+118.9% | $4,837+118.6% |
| Participant deferral / active EE | $16,361 | $7,750+111.1% | $7,352+122.5% | $6,341+158.0% |
| Admin fee / account holder | $11,741 | $12,554-6.5% | $10,799+8.7% | $12,309-4.6% |