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 | $243,867 | $183,963+32.6% | $162,163+50.4% | $152,861+59.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.67% | 150.76%-135.1pp | 115.59%-99.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,756 | $6,371-56.7% | $5,614-50.9% | $4,762-42.1% |
| Participant deferral / active EE | $7,957 | $8,034-1.0% | $7,298+9.0% | $5,850+36.0% |
| Admin fee / account holder | $40,965 | $13,121+212.2% | $10,843+277.8% | $11,596+253.3% |