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 | $194,934 | $159,901+21.9% | $146,958+32.6% | $145,922+33.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 29.67% | 98.13%-68.5pp | 418.34%-388.7pp | 561.29%-531.6pp |
| Employer contribution / active EE | $1,984 | $5,286-62.5% | $4,933-59.8% | $4,660-57.4% |
| Participant deferral / active EE | $6,524 | $8,428-22.6% | $8,070-19.2% | $6,688-2.5% |
| Admin fee / account holder | $8,880 | $15,044-41.0% | $12,998-31.7% | $13,397-33.7% |