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 | $221,553 | $111,724+98.3% | $93,606+136.7% | $145,922+51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 36.80% | 202.98%-166.2pp | 133.20%-96.4pp | 561.29%-524.5pp |
| Employer contribution / active EE | $1,960 | $3,090-36.6% | $2,420-19.0% | $4,660-57.9% |
| Participant deferral / active EE | $7,489 | $4,912+52.5% | $4,411+69.8% | $6,688+12.0% |
| Admin fee / account holder | $17,897 | $10,250+74.6% | $8,285+116.0% | $13,397+33.6% |