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 | $217,373 | $209,411+3.8% | $178,490+21.8% | $158,922+36.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.69% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,665 | $5,706-53.3% | $5,011-46.8% | $4,761-44.0% |
| Participant deferral / active EE | $10,028 | $5,954+68.4% | $5,202+92.8% | $5,982+67.6% |
| Admin fee / account holder | $1,185 | $17,074-93.1% | $13,984-91.5% | $11,246-89.5% |