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 9-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 | $220,147 | $74,888+194.0% | $71,209+209.2% | $142,382+54.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 15.99% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,557 | $2,854+59.6% | $2,721+67.5% | $4,299+6.0% |
| Participant deferral / active EE | $18,169 | $4,454+307.9% | $4,175+335.2% | $6,507+179.2% |
| Admin fee / account holder | $4,255 | $5,568-23.6% | $5,349-20.4% | $12,624-66.3% |