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 | $213,100 | $138,065+54.3% | $123,544+72.5% | $135,375+57.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.91% | 153.68%-147.8pp | 119.20%-113.3pp | 519.73%-513.8pp |
| Employer contribution / active EE | $15,810 | $5,151+206.9% | $4,628+241.6% | $4,779+230.8% |
| Participant deferral / active EE | $11,783 | $6,799+73.3% | $6,426+83.4% | $5,609+110.1% |
| Admin fee / account holder | $2,204 | $10,916-79.8% | $9,284-76.3% | $10,827-79.6% |