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 | $227,622 | $105,998+114.7% | $92,233+146.8% | $147,584+54.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.82% | 50.05%-40.2pp | 176.28%-166.5pp | 578.55%-568.7pp |
| Employer contribution / active EE | $16,470 | $4,333+280.1% | $3,679+347.6% | $4,876+237.8% |
| Participant deferral / active EE | $2,216 | $4,478-50.5% | $3,897-43.1% | $5,439-59.3% |
| Admin fee / account holder | $1,738 | $6,332-72.6% | $5,194-66.5% | $10,885-84.0% |