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 | $165,594 | $104,907+57.8% | $84,611+95.7% | $152,861+8.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.76% | 373.79%-348.0pp | 258.74%-233.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $6,463 | $3,302+95.8% | $2,652+143.7% | $4,762+35.7% |
| Participant deferral / active EE | $4,470 | $4,688-4.7% | $3,899+14.6% | $5,850-23.6% |
| Admin fee / account holder | $3,149 | $6,241-49.5% | $4,912-35.9% | $11,596-72.8% |