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 | $230,081 | $209,411+9.9% | $178,490+28.9% | $158,922+44.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.47% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $5,461 | $5,706-4.3% | $5,011+9.0% | $4,761+14.7% |
| Participant deferral / active EE | $6,082 | $5,954+2.1% | $5,202+16.9% | $5,982+1.7% |
| Admin fee / account holder | $7,628 | $17,074-55.3% | $13,984-45.5% | $11,246-32.2% |