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 9-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 | $203,349 | $183,963+10.5% | $162,163+25.4% | $152,861+33.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.77% | 150.76%-124.0pp | 115.59%-88.8pp | 345.32%-318.5pp |
| Employer contribution / active EE | $14,172 | $6,371+122.5% | $5,614+152.5% | $4,762+197.6% |
| Participant deferral / active EE | $11,739 | $8,034+46.1% | $7,298+60.8% | $5,850+100.7% |
| Admin fee / account holder | $849 | $13,121-93.5% | $10,843-92.2% | $11,596-92.7% |