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 | $197,883 | $70,606+180.3% | $53,898+267.1% | $142,382+39.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 32.61% | 619.81%-587.2pp | 528.60%-496.0pp | 217.08%-184.5pp |
| Employer contribution / active EE | $3,368 | $1,202+180.2% | $932+261.4% | $4,299-21.7% |
| Participant deferral / active EE | $12,303 | $2,364+420.4% | $1,826+573.7% | $6,507+89.1% |
| Admin fee / account holder | $14,518 | $2,852+409.1% | $2,491+482.9% | $12,624+15.0% |