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 | $147,496 | $185,200-20.4% | $142,863+3.2% | $167,490-11.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 29.61% | 8555.70%-8526.1pp | 5637.54%-5607.9pp | 478.56%-448.9pp |
| Employer contribution / active EE | $17,169 | $5,604+206.3% | $4,144+314.3% | $4,837+254.9% |
| Participant deferral / active EE | $8,954 | $4,494+99.2% | $3,837+133.4% | $6,341+41.2% |
| Admin fee / account holder | $2,978 | $8,031-62.9% | $6,560-54.6% | $12,309-75.8% |