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 | $189,731 | $185,822+2.1% | $169,993+11.6% | $139,434+36.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.81% | 60.50%-40.7pp | 53.37%-33.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $7,226 | $7,590-4.8% | $6,785+6.5% | $4,751+52.1% |
| Participant deferral / active EE | $18,393 | $11,622+58.3% | $10,408+76.7% | $6,710+174.1% |
| Admin fee / account holder | $11,389 | $15,381-26.0% | $12,815-11.1% | $11,403-0.1% |