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 | $212,745 | $158,398+34.3% | $126,539+68.1% | $142,382+49.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.10% | 593.76%-576.7pp | 425.95%-408.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $13,937 | $4,650+199.7% | $3,674+279.3% | $4,299+224.2% |
| Participant deferral / active EE | $2,570 | $4,767-46.1% | $4,083-37.0% | $6,507-60.5% |
| Admin fee / account holder | $6,388 | $6,918-7.7% | $6,065+5.3% | $12,624-49.4% |