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 | $216,419 | $98,750+119.2% | $149,696+44.6% | $79,858+171.0% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 59.85% | 27.43%+32.4pp | 276.60%-216.8pp | 31.71%+28.1pp |
| Employer contribution / active EE | $3,303 | $3,216+2.7% | $4,644-28.9% | $2,471+33.7% |
| Participant deferral / active EE | $4,792 | $5,680-15.6% | $6,842-30.0% | $3,740+28.1% |
| Admin fee / account holder | $12,073 | $6,053+99.5% | $9,309+29.7% | $5,306+127.5% |