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 | $184,774 | $100,852+83.2% | $90,404+104.4% | $158,922+16.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.76% | 1724.20%-1709.4pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,644 | $3,689-1.2% | $3,262+11.7% | $4,761-23.5% |
| Participant deferral / active EE | $7,188 | $4,348+65.3% | $3,963+81.4% | $5,982+20.2% |
| Admin fee / account holder | $4,176 | $6,501-35.8% | $5,611-25.6% | $11,246-62.9% |