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 | $191,201 | $209,411-8.7% | $178,490+7.1% | $158,922+20.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.60% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $6,477 | $5,706+13.5% | $5,011+29.3% | $4,761+36.0% |
| Participant deferral / active EE | $13,385 | $5,954+124.8% | $5,202+157.3% | $5,982+123.8% |
| Admin fee / account holder | $1,977 | $17,074-88.4% | $13,984-85.9% | $11,246-82.4% |