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 | $168,684 | $155,788+8.3% | $124,672+35.3% | $167,490+0.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 28.65% | 17.97%+10.7pp | 5142.93%-5114.3pp | 478.56%-449.9pp |
| Employer contribution / active EE | $1,461 | $4,163-64.9% | $3,324-56.0% | $4,837-69.8% |
| Participant deferral / active EE | $12,138 | $5,673+113.9% | $4,614+163.0% | $6,341+91.4% |
| Admin fee / account holder | $430 | $9,531-95.5% | $7,493-94.3% | $12,309-96.5% |