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 | $151,220 | $126,574+19.5% | $106,213+42.4% | $145,922+3.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.84% | 224.79%-214.9pp | 116.14%-106.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $20,244 | $3,730+442.7% | $3,171+538.3% | $4,660+334.5% |
| Participant deferral / active EE | $8,631 | $5,724+50.8% | $5,016+72.1% | $6,688+29.1% |
| Admin fee / account holder | $6,460 | $17,304-62.7% | $11,033-41.4% | $13,397-51.8% |