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 | $128,863 | $105,181+22.5% | $159,436-19.2% | $85,850+50.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.48% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $9,277 | $3,318+179.6% | $4,829+92.1% | $2,565+261.7% |
| Participant deferral / active EE | $15,669 | $5,945+163.6% | $7,352+113.1% | $3,952+296.5% |
| Admin fee / account holder | $9,192 | $6,933+32.6% | $10,799-14.9% | $6,260+46.8% |