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 | $179,363 | $209,411-14.3% | $178,490+0.5% | $158,922+12.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.83% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $8,160 | $5,706+43.0% | $5,011+62.9% | $4,761+71.4% |
| Participant deferral / active EE | $5,021 | $5,954-15.7% | $5,202-3.5% | $5,982-16.1% |
| Admin fee / account holder | $15,129 | $17,074-11.4% | $13,984+8.2% | $11,246+34.5% |