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 | $208,151 | $90,600+129.7% | $79,464+161.9% | $135,375+53.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 60.41% | 977.43%-917.0pp | 718.14%-657.7pp | 519.73%-459.3pp |
| Employer contribution / active EE | $1,808 | $3,068-41.1% | $2,800-35.4% | $4,779-62.2% |
| Participant deferral / active EE | $3,392 | $4,050-16.3% | $3,704-8.4% | $5,609-39.5% |
| Admin fee / account holder | $846 | $5,907-85.7% | $5,113-83.5% | $10,827-92.2% |