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 | $202,070 | $155,788+29.7% | $124,672+62.1% | $167,490+20.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.48% | 17.97%-0.5pp | 5142.93%-5125.5pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,758 | $4,163-33.8% | $3,324-17.0% | $4,837-43.0% |
| Participant deferral / active EE | $8,599 | $5,673+51.6% | $4,614+86.4% | $6,341+35.6% |
| Admin fee / account holder | $28,419 | $9,531+198.2% | $7,493+279.3% | $12,309+130.9% |