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 | $216,370 | $109,817+97.0% | $98,442+119.8% | $167,490+29.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.86% | 1956.69%-1941.8pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $5,842 | $3,224+81.2% | $2,960+97.4% | $4,837+20.8% |
| Participant deferral / active EE | $11,746 | $4,673+151.4% | $4,276+174.7% | $6,341+85.2% |
| Admin fee / account holder | $5,556 | $6,753-17.7% | $5,949-6.6% | $12,309-54.9% |