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 | $209,356 | $76,738+172.8% | $56,411+271.1% | $145,922+43.5% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 12.69% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $9,770 | $1,380+608.0% | $1,039+840.6% | $4,660+109.7% |
| Participant deferral / active EE | $1,670 | $2,623-36.3% | $1,952-14.5% | $6,688-75.0% |
| Admin fee / account holder | $772 | $3,334-76.8% | $2,829-72.7% | $13,397-94.2% |