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 4-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 | $169,480 | $159,901+6.0% | $146,958+15.3% | $145,922+16.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 170.55% | 98.13%+72.4pp | 418.34%-247.8pp | 561.29%-390.7pp |
| Employer contribution / active EE | $9,987 | $5,286+88.9% | $4,933+102.5% | $4,660+114.3% |
| Participant deferral / active EE | $18,249 | $8,428+116.5% | $8,070+126.1% | $6,688+172.9% |
| Admin fee / account holder | $7,528 | $15,044-50.0% | $12,998-42.1% | $13,397-43.8% |