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 | $214,985 | $209,411+2.7% | $178,490+20.4% | $158,922+35.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.60% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,681 | $5,706-53.0% | $5,011-46.5% | $4,761-43.7% |
| Participant deferral / active EE | $11,239 | $5,954+88.7% | $5,202+116.1% | $5,982+87.9% |
| Admin fee / account holder | $8,236 | $17,074-51.8% | $13,984-41.1% | $11,246-26.8% |