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 | $92,536 | $209,832-55.9% | $189,513-51.2% | $167,490-44.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.73% | 748.27%-730.5pp | 555.15%-537.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $16,485 | $6,914+138.4% | $6,162+167.6% | $4,837+240.8% |
| Participant deferral / active EE | $12,232 | $8,935+36.9% | $8,221+48.8% | $6,341+92.9% |
| Admin fee / account holder | $14,918 | $14,293+4.4% | $12,045+23.9% | $12,309+21.2% |