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 7-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 | $167,102 | $96,635+72.9% | $86,612+92.9% | $139,434+19.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.87% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,394 | $3,263+4.0% | $3,022+12.3% | $4,751-28.6% |
| Participant deferral / active EE | $17,736 | $4,836+266.8% | $4,438+299.7% | $6,710+164.3% |
| Admin fee / account holder | $13,268 | $6,408+107.1% | $5,614+136.3% | $11,403+16.4% |