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 | $194,841 | $74,888+160.2% | $71,209+173.6% | $142,382+36.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.33% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,120 | $2,854+149.4% | $2,721+161.7% | $4,299+65.6% |
| Participant deferral / active EE | $17,194 | $4,454+286.0% | $4,175+311.8% | $6,507+164.2% |
| Admin fee / account holder | $9,209 | $5,568+65.4% | $5,349+72.2% | $12,624-27.1% |