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 | $240,764 | $159,901+50.6% | $146,958+63.8% | $145,922+65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.18% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,701 | $5,286-48.9% | $4,933-45.3% | $4,660-42.0% |
| Participant deferral / active EE | $10,996 | $8,428+30.5% | $8,070+36.3% | $6,688+64.4% |
| Admin fee / account holder | $2,314 | $15,044-84.6% | $12,998-82.2% | $13,397-82.7% |