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 | $240,942 | $159,901+50.7% | $146,958+64.0% | $145,922+65.1% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 17.91% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,715 | $5,286-48.6% | $4,933-45.0% | $4,660-41.7% |
| Participant deferral / active EE | $9,606 | $8,428+14.0% | $8,070+19.0% | $6,688+43.6% |
| Admin fee / account holder | $5,254 | $15,044-65.1% | $12,998-59.6% | $13,397-60.8% |