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 | $237,176 | $96,305+146.3% | $80,569+194.4% | $139,434+70.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.56% | 1350.08%-1336.5pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,553 | $3,262+8.9% | $2,723+30.5% | $4,751-25.2% |
| Participant deferral / active EE | $10,117 | $5,232+93.4% | $4,447+127.5% | $6,710+50.8% |
| Admin fee / account holder | $42,515 | $6,599+544.3% | $5,377+690.7% | $11,403+272.9% |