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 | $242,213 | $49,922+385.2% | $80,569+200.6% | $75,163+222.2% |
| Participation rate | 82.0% | 55.3%+26.7pp | 67.0%+15.0pp | 67.2%+14.8pp |
| Annual return | 19.36% | 34.69%-15.3pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,603 | $1,698+347.7% | $2,723+179.2% | $2,670+184.8% |
| Participant deferral / active EE | $11,543 | $2,990+286.0% | $4,447+159.5% | $4,125+179.8% |
| Admin fee / account holder | $16,061 | $3,577+349.0% | $5,377+198.7% | $5,651+184.2% |