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 | $163,020 | $70,756+130.4% | $65,493+148.9% | $142,382+14.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.84% | 1754.89%-1743.0pp | 982.45%-970.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $6,868 | $2,881+138.4% | $2,574+166.8% | $4,299+59.8% |
| Participant deferral / active EE | $7,790 | $4,637+68.0% | $3,961+96.7% | $6,507+19.7% |
| Admin fee / account holder | $20,426 | $6,559+211.4% | $5,028+306.2% | $12,624+61.8% |