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 9-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 | $183,554 | $104,907+75.0% | $84,611+116.9% | $152,861+20.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.52% | 373.79%-353.3pp | 258.74%-238.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $33,282 | $3,302+908.1% | $2,652+1154.9% | $4,762+598.9% |
| Participant deferral / active EE | $23,000 | $4,688+390.6% | $3,899+489.9% | $5,850+293.2% |
| Admin fee / account holder | $1,218 | $6,241-80.5% | $4,912-75.2% | $11,596-89.5% |