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 | $196,721 | $105,998+85.6% | $92,233+113.3% | $147,584+33.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.08% | 50.05%-23.0pp | 176.28%-149.2pp | 578.55%-551.5pp |
| Employer contribution / active EE | $7,863 | $4,333+81.5% | $3,679+113.7% | $4,876+61.2% |
| Participant deferral / active EE | $4,915 | $4,478+9.8% | $3,897+26.1% | $5,439-9.6% |
| Admin fee / account holder | $1,230 | $6,332-80.6% | $5,194-76.3% | $10,885-88.7% |