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 | $150,240 | $126,574+18.7% | $106,213+41.5% | $145,922+3.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.50% | 224.79%-210.3pp | 116.14%-101.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,961 | $3,730-20.6% | $3,171-6.6% | $4,660-36.5% |
| Participant deferral / active EE | $3,657 | $5,724-36.1% | $5,016-27.1% | $6,688-45.3% |
| Admin fee / account holder | $6,031 | $17,304-65.1% | $11,033-45.3% | $13,397-55.0% |