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 | $148,664 | $99,020+50.1% | $86,590+71.7% | $147,584+0.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.79% | 1312.34%-1294.5pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $11,206 | $3,132+257.8% | $2,839+294.7% | $4,876+129.8% |
| Participant deferral / active EE | $4,411 | $3,972+11.0% | $3,609+22.2% | $5,439-18.9% |
| Admin fee / account holder | $1,303 | $5,710-77.2% | $4,906-73.4% | $10,885-88.0% |