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 | $224,273 | $74,888+199.5% | $71,209+215.0% | $142,382+57.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.26% | 345.14%-330.9pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,961 | $2,854+249.0% | $2,721+266.1% | $4,299+131.7% |
| Participant deferral / active EE | $10,861 | $4,454+143.8% | $4,175+160.1% | $6,507+66.9% |
| Admin fee / account holder | $4,608 | $5,568-17.2% | $5,349-13.8% | $12,624-63.5% |