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 | $174,727 | $102,604+70.3% | $86,188+102.7% | $139,434+25.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.40% | 1922.51%-1899.1pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,870 | $3,032-5.4% | $2,380+20.6% | $4,751-39.6% |
| Participant deferral / active EE | $8,430 | $4,676+80.3% | $3,985+111.5% | $6,710+25.6% |
| Admin fee / account holder | $2,101 | $8,657-75.7% | $6,852-69.3% | $11,403-81.6% |