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 | $210,134 | $60,124+249.5% | $90,404+132.4% | $79,858+163.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.28% | 71.94%-55.7pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,584 | $2,068+218.4% | $3,262+101.8% | $2,471+166.5% |
| Participant deferral / active EE | $7,630 | $2,938+159.7% | $3,963+92.5% | $3,740+104.0% |
| Admin fee / account holder | $2,506 | $3,976-37.0% | $5,611-55.3% | $5,306-52.8% |