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 10-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 | $227,252 | $159,901+42.1% | $146,958+54.6% | $145,922+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.84% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,562 | $5,286-51.5% | $4,933-48.1% | $4,660-45.0% |
| Participant deferral / active EE | $10,804 | $8,428+28.2% | $8,070+33.9% | $6,688+61.6% |
| Admin fee / account holder | $1,291 | $15,044-91.4% | $12,998-90.1% | $13,397-90.4% |