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 7-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 | $165,210 | $27,915+491.8% | $58,482+182.5% | $75,163+119.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 39.42% | 44.20%-4.8pp | 4239.32%-4199.9pp | 160.62%-121.2pp |
| Employer contribution / active EE | $2,870 | $669+329.0% | $1,053+172.5% | $2,670+7.5% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,551 | $1,726+47.8% | $2,516+1.4% | $5,651-54.9% |