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 | $219,275 | $183,963+19.2% | $162,163+35.2% | $152,861+43.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.58% | 150.76%-118.2pp | 115.59%-83.0pp | 345.32%-312.7pp |
| Employer contribution / active EE | $20,567 | $6,371+222.8% | $5,614+266.4% | $4,762+331.9% |
| Participant deferral / active EE | $27,147 | $8,034+237.9% | $7,298+272.0% | $5,850+364.0% |
| Admin fee / account holder | $19,723 | $13,121+50.3% | $10,843+81.9% | $11,596+70.1% |