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 | $161,741 | $107,334+50.7% | $92,893+74.1% | $152,861+5.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.22% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $10,027 | $4,221+137.5% | $3,653+174.5% | $4,762+110.5% |
| Participant deferral / active EE | $7,830 | $4,845+61.6% | $4,236+84.8% | $5,850+33.8% |
| Admin fee / account holder | $5,777 | $7,079-18.4% | $5,794-0.3% | $11,596-50.2% |