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 | $230,279 | $209,411+10.0% | $178,490+29.0% | $158,922+44.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.18% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $5,789 | $5,706+1.5% | $5,011+15.5% | $4,761+21.6% |
| Participant deferral / active EE | $5,714 | $5,954-4.0% | $5,202+9.9% | $5,982-4.5% |
| Admin fee / account holder | $1,782 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |