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 | $152,679 | $73,515+107.7% | $62,995+142.4% | $147,584+3.5% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.8%+21.0pp | 82.8%+13.0pp |
| Annual return | 14.48% | 175.43%-160.9pp | 87.57%-73.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $10,716 | $3,320+222.7% | $2,759+288.4% | $4,876+119.7% |
| Participant deferral / active EE | $7,488 | $4,185+78.9% | $3,329+124.9% | $5,439+37.7% |
| Admin fee / account holder | $8,213 | $5,953+37.9% | $3,600+128.1% | $10,885-24.6% |