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 | $187,771 | $100,041+87.7% | $149,718+25.4% | $70,131+167.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 24.30% | 27.43%-3.1pp | 1501.63%-1477.3pp | 73.14%-48.8pp |
| Employer contribution / active EE | $13,754 | $3,662+275.6% | $5,445+152.6% | $2,342+487.2% |
| Participant deferral / active EE | $5,225 | $4,983+4.9% | $6,569-20.5% | $3,332+56.8% |
| Admin fee / account holder | $413 | $8,286-95.0% | $11,283-96.3% | $4,645-91.1% |