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 | $149,851 | $70,756+111.8% | $65,493+128.8% | $142,382+5.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.86% | 1754.89%-1741.0pp | 982.45%-968.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $9,871 | $2,881+242.7% | $2,574+283.5% | $4,299+129.6% |
| Participant deferral / active EE | $7,135 | $4,637+53.9% | $3,961+80.1% | $6,507+9.7% |
| Admin fee / account holder | $13,279 | $6,559+102.5% | $5,028+164.1% | $12,624+5.2% |