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 | $220,458 | $158,398+39.2% | $126,539+74.2% | $142,382+54.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.12% | 593.76%-580.6pp | 425.95%-412.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,088 | $4,650+30.9% | $3,674+65.7% | $4,299+41.6% |
| Participant deferral / active EE | $31,000 | $4,767+550.3% | $4,083+659.3% | $6,507+376.4% |
| Admin fee / account holder | $2,536 | $6,918-63.3% | $6,065-58.2% | $12,624-79.9% |