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 10-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 | $198,634 | $96,635+105.6% | $86,612+129.3% | $139,434+42.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 21.50% | 106.41%-84.9pp | 591.07%-569.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $24,592 | $3,263+653.7% | $3,022+713.6% | $4,751+417.6% |
| Participant deferral / active EE | $17,264 | $4,836+257.0% | $4,438+289.0% | $6,710+157.3% |
| Admin fee / account holder | $724 | $6,408-88.7% | $5,614-87.1% | $11,403-93.7% |