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 | $222,511 | $111,724+99.2% | $93,606+137.7% | $145,922+52.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 25.14% | 202.98%-177.8pp | 133.20%-108.1pp | 561.29%-536.1pp |
| Employer contribution / active EE | $1,023 | $3,090-66.9% | $2,420-57.7% | $4,660-78.1% |
| Participant deferral / active EE | $15,250 | $4,912+210.5% | $4,411+245.7% | $6,688+128.0% |
| Admin fee / account holder | $1,366 | $10,250-86.7% | $8,285-83.5% | $13,397-89.8% |