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 | $191,483 | $110,809+72.8% | $86,874+120.4% | $167,490+14.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.78% | 116.98%-104.2pp | 63.52%-50.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $7,143 | $3,244+120.2% | $2,495+186.2% | $4,837+47.7% |
| Participant deferral / active EE | $4,611 | $4,546+1.4% | $3,699+24.6% | $6,341-27.3% |
| Admin fee / account holder | $3,803 | $8,415-54.8% | $5,828-34.8% | $12,309-69.1% |