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 | $168,162 | $109,817+53.1% | $98,442+70.8% | $167,490+0.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.76% | 1956.69%-1944.9pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,913 | $3,224+21.4% | $2,960+32.2% | $4,837-19.1% |
| Participant deferral / active EE | $26,464 | $4,673+466.3% | $4,276+518.9% | $6,341+317.3% |
| Admin fee / account holder | $155,133 | $6,753+2197.4% | $5,949+2507.6% | $12,309+1160.3% |