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 | $137,171 | $111,724+22.8% | $93,606+46.5% | $145,922-6.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.22% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,500 | $3,090-19.1% | $2,420+3.3% | $4,660-46.4% |
| Participant deferral / active EE | $10,565 | $4,912+115.1% | $4,411+139.5% | $6,688+58.0% |
| Admin fee / account holder | $21,920 | $10,250+113.9% | $8,285+164.6% | $13,397+63.6% |