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 | $153,105 | $85,202+79.7% | $172,739-11.4% | $72,985+109.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.14% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $9,294 | $3,324+179.6% | $5,143+80.7% | $2,440+280.9% |
| Participant deferral / active EE | $5,184 | $3,260+59.0% | $5,198-0.3% | $3,607+43.7% |
| Admin fee / account holder | $4,570 | $5,884-22.3% | $13,954-67.3% | $5,124-10.8% |