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 | $222,390 | $159,901+39.1% | $146,958+51.3% | $145,922+52.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 16.41% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $15,789 | $5,286+198.7% | $4,933+220.1% | $4,660+238.9% |
| Participant deferral / active EE | $9,774 | $8,428+16.0% | $8,070+21.1% | $6,688+46.1% |
| Admin fee / account holder | $11,726 | $15,044-22.1% | $12,998-9.8% | $13,397-12.5% |