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 | $218,450 | $158,398+37.9% | $126,539+72.6% | $142,382+53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.13% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $943 | $4,650-79.7% | $3,674-74.3% | $4,299-78.1% |
| Participant deferral / active EE | $1,573 | $4,767-67.0% | $4,083-61.5% | $6,507-75.8% |
| Admin fee / account holder | $1,811 | $6,918-73.8% | $6,065-70.1% | $12,624-85.7% |