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 | $177,065 | $162,781+8.8% | $133,956+32.2% | $158,922+11.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 97.03% | 41.94%+55.1pp | 45.09%+51.9pp | 302.83%-205.8pp |
| Employer contribution / active EE | $10,036 | $4,975+101.7% | $3,919+156.1% | $4,761+110.8% |
| Participant deferral / active EE | $4,736 | $5,911-19.9% | $5,048-6.2% | $5,982-20.8% |
| Admin fee / account holder | $897 | $11,736-92.4% | $8,927-90.0% | $11,246-92.0% |