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 3-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 | $210,282 | $89,753+134.3% | $107,525+95.6% | $84,808+148.0% |
| Participation rate | 96.4% | 68.1%+28.3pp | 75.1%+21.3pp | 68.3%+28.1pp |
| Annual return | 231.97% | 29.48%+202.5pp | 181.32%+50.7pp | 40.90%+191.1pp |
| Employer contribution / active EE | $4,951 | $3,113+59.0% | $3,754+31.9% | $2,631+88.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,951 | $7,222-31.5% | $8,919-44.5% | $7,344-32.6% |