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 | $160,944 | $70,606+127.9% | $53,898+198.6% | $142,382+13.0% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 10.99% | 619.81%-608.8pp | 528.60%-517.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $11,490 | $1,202+855.8% | $932+1132.8% | $4,299+167.3% |
| Participant deferral / active EE | $2,179 | $2,364-7.8% | $1,826+19.3% | $6,507-66.5% |
| Admin fee / account holder | $58,582 | $2,852+1954.4% | $2,491+2252.0% | $12,624+364.1% |