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 | $230,969 | $70,756+226.4% | $65,493+252.7% | $142,382+62.2% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 20.63% | 1754.89%-1734.3pp | 982.45%-961.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $13,158 | $2,881+356.8% | $2,574+411.1% | $4,299+206.1% |
| Participant deferral / active EE | $8,877 | $4,637+91.4% | $3,961+124.1% | $6,507+36.4% |
| Admin fee / account holder | $8,916 | $6,559+35.9% | $5,028+77.3% | $12,624-29.4% |