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 | $227,475 | $90,348+151.8% | $75,972+199.4% | $145,922+55.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.46% | 620.88%-606.4pp | 359.55%-345.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,172 | $3,311-4.2% | $2,685+18.1% | $4,660-31.9% |
| Participant deferral / active EE | $7,120 | $5,162+37.9% | $4,255+67.3% | $6,688+6.5% |
| Admin fee / account holder | $6,042 | $8,467-28.6% | $6,467-6.6% | $13,397-54.9% |