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 | $177,792 | $226,064-21.4% | $182,532-2.6% | $152,861+16.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.95% | 192.51%-167.6pp | 148.54%-123.6pp | 345.32%-320.4pp |
| Employer contribution / active EE | $11,443 | $4,978+129.8% | $4,076+180.7% | $4,762+140.3% |
| Participant deferral / active EE | $7,660 | $6,368+20.3% | $5,524+38.7% | $5,850+30.9% |
| Admin fee / account holder | $16,967 | $10,703+58.5% | $8,592+97.5% | $11,596+46.3% |