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 | $162,301 | $109,327+48.5% | $89,391+81.6% | $158,922+2.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.27% | 345.68%-335.4pp | 245.62%-235.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,031 | $3,170-35.9% | $2,586-21.5% | $4,761-57.3% |
| Participant deferral / active EE | $9,909 | $4,598+115.5% | $3,890+154.7% | $5,982+65.6% |
| Admin fee / account holder | $1,590 | $6,153-74.2% | $4,881-67.4% | $11,246-85.9% |