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 | $217,485 | $176,056+23.5% | $159,436+36.4% | $167,490+29.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.61% | 331.75%-317.1pp | 263.57%-249.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $6,135 | $5,297+15.8% | $4,829+27.0% | $4,837+26.8% |
| Participant deferral / active EE | $8,081 | $7,750+4.3% | $7,352+9.9% | $6,341+27.4% |
| Admin fee / account holder | $1,212 | $12,554-90.3% | $10,799-88.8% | $12,309-90.2% |