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 | $200,953 | $96,635+108.0% | $86,612+132.0% | $139,434+44.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 18.03% | 106.41%-88.4pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,983 | $3,263-8.6% | $3,022-1.3% | $4,751-37.2% |
| Participant deferral / active EE | $5,824 | $4,836+20.4% | $4,438+31.2% | $6,710-13.2% |
| Admin fee / account holder | $900 | $6,408-85.9% | $5,614-84.0% | $11,403-92.1% |