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 | $123,806 | $81,208+52.5% | $98,907+25.2% | $79,858+55.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.49% | 60.99%-50.5pp | 196.43%-185.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,039 | $1,960+55.1% | $2,689+13.0% | $2,471+23.0% |
| Participant deferral / active EE | $3,628 | $3,265+11.1% | $4,244-14.5% | $3,740-3.0% |
| Admin fee / account holder | $29,987 | $6,013+398.7% | $6,642+351.5% | $5,306+465.1% |