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 | $191,825 | $159,901+20.0% | $146,958+30.5% | $145,922+31.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.81% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,510 | $5,286-14.7% | $4,933-8.6% | $4,660-3.2% |
| Participant deferral / active EE | $15,381 | $8,428+82.5% | $8,070+90.6% | $6,688+130.0% |
| Admin fee / account holder | $6,818 | $15,044-54.7% | $12,998-47.5% | $13,397-49.1% |