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 | $224,854 | $159,901+40.6% | $146,958+53.0% | $145,922+54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,300 | $5,286-37.6% | $4,933-33.1% | $4,660-29.2% |
| Participant deferral / active EE | $11,979 | $8,428+42.1% | $8,070+48.4% | $6,688+79.1% |
| Admin fee / account holder | $4,219 | $15,044-72.0% | $12,998-67.5% | $13,397-68.5% |