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 | $205,886 | $148,534+38.6% | $135,903+51.5% | $139,434+47.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 57.46% | 79.19%-21.7pp | 68.23%-10.8pp | 372.94%-315.5pp |
| Employer contribution / active EE | $2,088 | $5,243-60.2% | $4,856-57.0% | $4,751-56.0% |
| Participant deferral / active EE | $9,162 | $8,100+13.1% | $7,758+18.1% | $6,710+36.5% |
| Admin fee / account holder | $875 | $12,400-92.9% | $10,762-91.9% | $11,403-92.3% |