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 | $143,315 | $72,400+97.9% | $67,502+112.3% | $145,922-1.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.95% | 7182.46%-7172.5pp | 3512.12%-3502.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $7,430 | $3,069+142.1% | $2,731+172.1% | $4,660+59.5% |
| Participant deferral / active EE | $8,910 | $4,783+86.3% | $4,000+122.8% | $6,688+33.2% |
| Admin fee / account holder | $3,984 | $5,539-28.1% | $3,998-0.3% | $13,397-70.3% |