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 | $99,001 | $57,281+72.8% | $86,612+14.3% | $75,163+31.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 22.77% | 2670.75%-2648.0pp | 591.07%-568.3pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,013 | $2,314+73.4% | $3,022+32.8% | $2,670+50.3% |
| Participant deferral / active EE | $15,350 | $3,318+362.7% | $4,438+245.9% | $4,125+272.1% |
| Admin fee / account holder | $13,459 | $4,112+227.3% | $5,614+139.7% | $5,651+138.2% |