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 7-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 | $220,720 | $159,901+38.0% | $146,958+50.2% | $145,922+51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.80% | 98.13%-75.3pp | 418.34%-395.5pp | 561.29%-538.5pp |
| Employer contribution / active EE | $2,131 | $5,286-59.7% | $4,933-56.8% | $4,660-54.3% |
| Participant deferral / active EE | $29,151 | $8,428+245.9% | $8,070+261.2% | $6,688+335.9% |
| Admin fee / account holder | $4,550 | $15,044-69.8% | $12,998-65.0% | $13,397-66.0% |