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 6-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 | $164,564 | $159,901+2.9% | $146,958+12.0% | $145,922+12.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.38% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,178 | $5,286-77.7% | $4,933-76.1% | $4,660-74.7% |
| Participant deferral / active EE | $9,951 | $8,428+18.1% | $8,070+23.3% | $6,688+48.8% |
| Admin fee / account holder | $1,683 | $15,044-88.8% | $12,998-87.0% | $13,397-87.4% |