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 | $118,927 | $70,606+68.4% | $53,898+120.7% | $142,382-16.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.22% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,907 | $1,202+141.8% | $932+211.9% | $4,299-32.4% |
| Participant deferral / active EE | $6,476 | $2,364+173.9% | $1,826+254.6% | $6,507-0.5% |
| Admin fee / account holder | $2,852 | $2,8520% | $2,491+14.5% | $12,624-77.4% |