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 | $137,257 | $99,020+38.6% | $86,590+58.5% | $147,584-7.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.83% | 1312.34%-1284.5pp | 964.84%-937.0pp | 578.55%-550.7pp |
| Employer contribution / active EE | $2,632 | $3,132-16.0% | $2,839-7.3% | $4,876-46.0% |
| Participant deferral / active EE | $9,941 | $3,972+150.3% | $3,609+175.5% | $5,439+82.8% |
| Admin fee / account holder | $802 | $5,710-86.0% | $4,906-83.6% | $10,885-92.6% |