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 | $218,317 | $112,096+94.8% | $95,952+127.5% | $158,922+37.4% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 19.06% | 171.09%-152.0pp | 91.61%-72.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,144 | $3,198+29.6% | $2,541+63.1% | $4,761-13.0% |
| Participant deferral / active EE | $3,764 | $4,784-21.3% | $4,167-9.7% | $5,982-37.1% |
| Admin fee / account holder | $10,028 | $10,130-1.0% | $6,795+47.6% | $11,246-10.8% |