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 | $208,223 | $210,648-1.2% | $177,989+17.0% | $145,922+42.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.02% | 385.86%-370.8pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $14,679 | $4,565+221.6% | $3,949+271.8% | $4,660+215.0% |
| Participant deferral / active EE | $13,025 | $6,958+87.2% | $6,276+107.5% | $6,688+94.8% |
| Admin fee / account holder | $19,740 | $12,013+64.3% | $10,363+90.5% | $13,397+47.3% |