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 | $179,660 | $104,907+71.3% | $84,611+112.3% | $152,861+17.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.74% | 373.79%-350.0pp | 258.74%-235.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,862 | $3,302-13.3% | $2,652+7.9% | $4,762-39.9% |
| Participant deferral / active EE | $16,701 | $4,688+256.3% | $3,899+328.4% | $5,850+185.5% |
| Admin fee / account holder | $11,912 | $6,241+90.9% | $4,912+142.5% | $11,596+2.7% |