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 | $233,777 | $109,327+113.8% | $89,391+161.5% | $158,922+47.1% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 7.16% | 345.68%-338.5pp | 245.62%-238.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $14,824 | $3,170+367.7% | $2,586+473.4% | $4,761+211.4% |
| Participant deferral / active EE | $15,978 | $4,598+247.5% | $3,890+310.8% | $5,982+167.1% |
| Admin fee / account holder | $22,103 | $6,153+259.2% | $4,881+352.8% | $11,246+96.6% |