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 | $240,322 | $183,519+31.0% | $155,509+54.5% | $145,922+64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 53.12% | 61.17%-8.0pp | 64.67%-11.5pp | 561.29%-508.2pp |
| Employer contribution / active EE | $8,932 | $5,313+68.1% | $4,672+91.2% | $4,660+91.7% |
| Participant deferral / active EE | $13,599 | $6,462+110.4% | $5,626+141.7% | $6,688+103.3% |
| Admin fee / account holder | $985 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |