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 | $144,065 | $96,305+49.6% | $80,569+78.8% | $139,434+3.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.75% | 1350.08%-1333.3pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $7,698 | $3,262+136.0% | $2,723+182.7% | $4,751+62.0% |
| Participant deferral / active EE | $14,119 | $5,232+169.9% | $4,447+217.5% | $6,710+110.4% |
| Admin fee / account holder | $4,175 | $6,599-36.7% | $5,377-22.4% | $11,403-63.4% |