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 | $166,985 | $126,574+31.9% | $106,213+57.2% | $145,922+14.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.46% | 224.79%-211.3pp | 116.14%-102.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,032 | $3,730-45.5% | $3,171-35.9% | $4,660-56.4% |
| Participant deferral / active EE | $13,540 | $5,724+136.6% | $5,016+169.9% | $6,688+102.5% |
| Admin fee / account holder | $2,032 | $17,304-88.3% | $11,033-81.6% | $13,397-84.8% |