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 | $165,571 | $159,901+3.5% | $146,958+12.7% | $145,922+13.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,316 | $5,286-56.2% | $4,933-53.1% | $4,660-50.3% |
| Participant deferral / active EE | $8,788 | $8,428+4.3% | $8,070+8.9% | $6,688+31.4% |
| Admin fee / account holder | $4,140 | $15,044-72.5% | $12,998-68.1% | $13,397-69.1% |