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 9-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 | $200,169 | $159,901+25.2% | $146,958+36.2% | $145,922+37.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.56% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,315 | $5,286-37.3% | $4,933-32.8% | $4,660-28.9% |
| Participant deferral / active EE | $8,887 | $8,428+5.4% | $8,070+10.1% | $6,688+32.9% |
| Admin fee / account holder | $721 | $15,044-95.2% | $12,998-94.5% | $13,397-94.6% |