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 | $220,838 | $159,901+38.1% | $146,958+50.3% | $145,922+51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.47% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,809 | $5,286-46.9% | $4,933-43.1% | $4,660-39.7% |
| Participant deferral / active EE | $7,044 | $8,428-16.4% | $8,070-12.7% | $6,688+5.3% |
| Admin fee / account holder | $36,529 | $15,044+142.8% | $12,998+181.0% | $13,397+172.7% |