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 | $200,243 | $159,901+25.2% | $146,958+36.3% | $145,922+37.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.08% | 98.13%-74.0pp | 418.34%-394.3pp | 561.29%-537.2pp |
| Employer contribution / active EE | $13,177 | $5,286+149.3% | $4,933+167.1% | $4,660+182.8% |
| Participant deferral / active EE | $10,136 | $8,428+20.3% | $8,070+25.6% | $6,688+51.6% |
| Admin fee / account holder | $1,666 | $15,044-88.9% | $12,998-87.2% | $13,397-87.6% |