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 | $249,077 | $159,901+55.8% | $146,958+69.5% | $145,922+70.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.48% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $36,866 | $5,286+597.4% | $4,933+647.3% | $4,660+691.2% |
| Participant deferral / active EE | $33,583 | $8,428+298.5% | $8,070+316.2% | $6,688+402.2% |
| Admin fee / account holder | $3,689 | $15,044-75.5% | $12,998-71.6% | $13,397-72.5% |