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 | $153,741 | $109,982+39.8% | $97,226+58.1% | $145,922+5.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.21% | 242.90%-218.7pp | 75.13%-50.9pp | 561.29%-537.1pp |
| Employer contribution / active EE | $9,528 | $3,084+209.0% | $2,729+249.2% | $4,660+104.5% |
| Participant deferral / active EE | $5,428 | $4,676+16.1% | $4,264+27.3% | $6,688-18.8% |
| Admin fee / account holder | $4,563 | $6,221-26.6% | $5,654-19.3% | $13,397-65.9% |