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 | $219,958 | $84,696+159.7% | $75,696+190.6% | $167,490+31.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.49% | 199.36%-188.9pp | 104.53%-94.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $8,003 | $3,230+147.8% | $2,743+191.8% | $4,837+65.4% |
| Participant deferral / active EE | $9,692 | $4,580+111.6% | $3,821+153.6% | $6,341+52.8% |
| Admin fee / account holder | $21,932 | $5,355+309.6% | $3,619+506.0% | $12,309+78.2% |