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 4-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 | $144,074 | $74,888+92.4% | $71,209+102.3% | $142,382+1.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 22.57% | 345.14%-322.6pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $10,271 | $2,854+259.8% | $2,721+277.5% | $4,299+138.9% |
| Participant deferral / active EE | $16,158 | $4,454+262.8% | $4,175+287.0% | $6,507+148.3% |
| Admin fee / account holder | $5,009 | $5,568-10.0% | $5,349-6.4% | $12,624-60.3% |