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 | $229,643 | $96,635+137.6% | $86,612+165.1% | $139,434+64.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.19% | 106.41%-86.2pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $6,120 | $3,263+87.6% | $3,022+102.5% | $4,751+28.8% |
| Participant deferral / active EE | $16,830 | $4,836+248.0% | $4,438+279.3% | $6,710+150.8% |
| Admin fee / account holder | $884 | $6,408-86.2% | $5,614-84.3% | $11,403-92.2% |