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 | $177,796 | $99,652+78.4% | $78,778+125.7% | $147,584+20.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.43% | 47.28%-34.9pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $22,458 | $2,796+703.3% | $1,986+1031.0% | $4,876+360.6% |
| Participant deferral / active EE | $12,831 | $3,664+250.2% | $2,958+333.7% | $5,439+135.9% |
| Admin fee / account holder | $25,920 | $7,155+262.3% | $5,134+404.9% | $10,885+138.1% |