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 | $249,934 | $144,119+73.4% | $117,854+112.1% | $147,584+69.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.50% | 531.15%-513.6pp | 335.08%-317.6pp | 578.55%-561.0pp |
| Employer contribution / active EE | $23,400 | $4,896+377.9% | $3,786+518.1% | $4,876+379.9% |
| Participant deferral / active EE | $11,390 | $5,316+114.3% | $4,482+154.1% | $5,439+109.4% |
| Admin fee / account holder | $1,200 | $10,886-89.0% | $8,020-85.0% | $10,885-89.0% |