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 | $212,574 | $158,398+34.2% | $126,539+68.0% | $142,382+49.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.73% | 593.76%-577.0pp | 425.95%-409.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,294 | $4,650-50.7% | $3,674-37.6% | $4,299-46.6% |
| Participant deferral / active EE | $7,670 | $4,767+60.9% | $4,083+87.9% | $6,507+17.9% |
| Admin fee / account holder | $3,521 | $6,918-49.1% | $6,065-41.9% | $12,624-72.1% |