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 | $244,687 | $70,606+246.6% | $53,898+354.0% | $142,382+71.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.01% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,064 | $1,202+404.4% | $932+550.6% | $4,299+41.0% |
| Participant deferral / active EE | $10,482 | $2,364+343.4% | $1,826+474.0% | $6,507+61.1% |
| Admin fee / account holder | $1,268 | $2,852-55.5% | $2,491-49.1% | $12,624-90.0% |