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 9-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 | $147,629 | $65,561+125.2% | $86,188+71.3% | $75,163+96.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 18.55% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $8,231 | $1,553+430.2% | $2,380+245.8% | $2,670+208.3% |
| Participant deferral / active EE | $8,009 | $3,024+164.9% | $3,985+101.0% | $4,125+94.2% |
| Admin fee / account holder | $9,514 | $5,474+73.8% | $6,852+38.9% | $5,651+68.4% |