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 | $159,755 | $74,888+113.3% | $71,209+124.3% | $142,382+12.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.57% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $14,557 | $2,854+410.0% | $2,721+435.0% | $4,299+238.6% |
| Participant deferral / active EE | $8,470 | $4,454+90.1% | $4,175+102.9% | $6,507+30.2% |
| Admin fee / account holder | $6,280 | $5,568+12.8% | $5,349+17.4% | $12,624-50.3% |