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 | $206,337 | $102,317+101.7% | $146,958+40.4% | $80,856+155.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.86% | 134.76%-111.9pp | 418.34%-395.5pp | 35.59%-12.7pp |
| Employer contribution / active EE | $7,013 | $3,713+88.9% | $4,933+42.2% | $2,755+154.6% |
| Participant deferral / active EE | $8,777 | $6,644+32.1% | $8,070+8.8% | $4,296+104.3% |
| Admin fee / account holder | $3,019 | $7,941-62.0% | $12,998-76.8% | $6,918-56.4% |