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 | $154,715 | $72,400+113.7% | $67,502+129.2% | $145,922+6.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.42% | 7182.46%-7172.0pp | 3512.12%-3501.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $18,204 | $3,069+493.1% | $2,731+566.6% | $4,660+290.7% |
| Participant deferral / active EE | $30,460 | $4,783+536.9% | $4,000+661.5% | $6,688+355.5% |
| Admin fee / account holder | $1,430 | $5,539-74.2% | $3,998-64.2% | $13,397-89.3% |