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 | $177,535 | $90,348+96.5% | $75,972+133.7% | $145,922+21.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.57% | 620.88%-605.3pp | 359.55%-344.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,948 | $3,311+49.4% | $2,685+84.3% | $4,660+6.2% |
| Participant deferral / active EE | $6,276 | $5,162+21.6% | $4,255+47.5% | $6,688-6.2% |
| Admin fee / account holder | $5,230 | $8,467-38.2% | $6,467-19.1% | $13,397-61.0% |