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 | $213,980 | $217,402-1.6% | $185,823+15.2% | $167,490+27.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.23% | 148.36%-123.1pp | 122.05%-96.8pp | 478.56%-453.3pp |
| Employer contribution / active EE | $5,741 | $5,873-2.3% | $5,167+11.1% | $4,837+18.7% |
| Participant deferral / active EE | $4,148 | $6,356-34.7% | $5,568-25.5% | $6,341-34.6% |
| Admin fee / account holder | $328 | $19,811-98.3% | $16,237-98.0% | $12,309-97.3% |