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 | $186,746 | $115,770+61.3% | $101,248+84.4% | $158,922+17.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.75% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $9,125 | $4,175+118.6% | $3,660+149.3% | $4,761+91.7% |
| Participant deferral / active EE | $9,589 | $4,957+93.4% | $4,370+119.4% | $5,982+60.3% |
| Admin fee / account holder | $24,363 | $7,245+236.3% | $5,945+309.8% | $11,246+116.6% |