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 | $200,226 | $105,998+88.9% | $92,233+117.1% | $147,584+35.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.96% | 50.05%-29.1pp | 176.28%-155.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,135 | $4,333-73.8% | $3,679-69.2% | $4,876-76.7% |
| Participant deferral / active EE | $5,017 | $4,478+12.0% | $3,897+28.7% | $5,439-7.8% |
| Admin fee / account holder | $58,843 | $6,332+829.3% | $5,194+1033.0% | $10,885+440.6% |