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 | $198,789 | $76,738+159.0% | $56,411+252.4% | $145,922+36.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 2994.23%-2983.2pp | 1701.33%-1690.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,210 | $1,380+132.6% | $1,039+209.1% | $4,660-31.1% |
| Participant deferral / active EE | $10,275 | $2,623+291.8% | $1,952+426.4% | $6,688+53.6% |
| Admin fee / account holder | $7,071 | $3,334+112.1% | $2,829+150.0% | $13,397-47.2% |