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 | $241,552 | $159,901+51.1% | $146,958+64.4% | $145,922+65.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.81% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,436 | $5,286-35.0% | $4,933-30.3% | $4,660-26.3% |
| Participant deferral / active EE | $26,736 | $8,428+217.2% | $8,070+231.3% | $6,688+299.8% |
| Admin fee / account holder | $57,814 | $15,044+284.3% | $12,998+344.8% | $13,397+331.5% |