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 | $234,662 | $100,773+132.9% | $88,946+163.8% | $142,382+64.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.13% | 70.18%-57.0pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,746 | $2,918+62.7% | $2,555+85.8% | $4,299+10.4% |
| Participant deferral / active EE | $11,095 | $5,230+112.1% | $4,581+142.2% | $6,507+70.5% |
| Admin fee / account holder | $83,382 | $9,693+760.2% | $8,261+909.4% | $12,624+560.5% |