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 | $238,549 | $165,984+43.7% | $164,813+44.7% | $145,922+63.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.52% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $7,504 | $5,273+42.3% | $4,341+72.9% | $4,660+61.0% |
| Participant deferral / active EE | $22,045 | $6,959+216.8% | $6,031+265.5% | $6,688+229.6% |
| Admin fee / account holder | $10,012 | $16,648-39.9% | $12,690-21.1% | $13,397-25.3% |