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 | $185,185 | $96,635+91.6% | $86,612+113.8% | $139,434+32.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.96% | 106.41%-88.5pp | 591.07%-573.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $8,538 | $3,263+161.7% | $3,022+182.5% | $4,751+79.7% |
| Participant deferral / active EE | $7,914 | $4,836+63.7% | $4,438+78.3% | $6,710+17.9% |
| Admin fee / account holder | $9,305 | $6,408+45.2% | $5,614+65.7% | $11,403-18.4% |