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 | $153,472 | $102,966+49.1% | $90,281+70.0% | $152,861+0.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.13% | 95.16%-78.0pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $14,850 | $3,139+373.1% | $2,854+420.3% | $4,762+211.8% |
| Participant deferral / active EE | $6,053 | $4,281+41.4% | $3,885+55.8% | $5,850+3.5% |
| Admin fee / account holder | $19,003 | $6,171+207.9% | $5,351+255.1% | $11,596+63.9% |