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 | $215,440 | $176,056+22.4% | $159,436+35.1% | $167,490+28.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.32% | 331.75%-311.4pp | 263.57%-243.2pp | 478.56%-458.2pp |
| Employer contribution / active EE | $14,130 | $5,297+166.7% | $4,829+192.6% | $4,837+192.1% |
| Participant deferral / active EE | $11,584 | $7,750+49.5% | $7,352+57.6% | $6,341+82.7% |
| Admin fee / account holder | $9,847 | $12,554-21.6% | $10,799-8.8% | $12,309-20.0% |