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 | $242,064 | $102,317+136.6% | $146,958+64.7% | $80,856+199.4% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.2%-8.2pp | 67.6%+6.4pp |
| Annual return | 18.29% | 134.76%-116.5pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $6,828 | $3,713+83.9% | $4,933+38.4% | $2,755+147.9% |
| Participant deferral / active EE | $6,081 | $6,644-8.5% | $8,070-24.6% | $4,296+41.6% |
| Admin fee / account holder | $18,807 | $7,941+136.8% | $12,998+44.7% | $6,918+171.9% |