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 8-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 | $176,237 | $159,901+10.2% | $146,958+19.9% | $145,922+20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.05% | 98.13%-73.1pp | 418.34%-393.3pp | 561.29%-536.2pp |
| Employer contribution / active EE | $13,996 | $5,286+164.8% | $4,933+183.7% | $4,660+200.4% |
| Participant deferral / active EE | $14,575 | $8,428+72.9% | $8,070+80.6% | $6,688+117.9% |
| Admin fee / account holder | $981 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |