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 | $130,952 | $65,409+100.2% | $98,442+33.0% | $85,850+52.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.72% | 21.76%-4.0pp | 1492.73%-1475.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $5,902 | $2,168+172.3% | $2,960+99.4% | $2,565+130.1% |
| Participant deferral / active EE | $12,040 | $3,166+280.2% | $4,276+181.5% | $3,952+204.7% |
| Admin fee / account holder | $2,392 | $4,593-47.9% | $5,949-59.8% | $6,260-61.8% |