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 | $184,826 | $165,335+11.8% | $149,696+23.5% | $158,922+16.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.87% | 348.15%-338.3pp | 276.60%-266.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $14,762 | $5,103+189.3% | $4,644+217.9% | $4,761+210.1% |
| Participant deferral / active EE | $16,230 | $7,181+126.0% | $6,842+137.2% | $5,982+171.3% |
| Admin fee / account holder | $308 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |