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 | $146,246 | $90,348+61.9% | $75,972+92.5% | $145,922+0.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.60% | 620.88%-603.3pp | 359.55%-341.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $6,215 | $3,311+87.7% | $2,685+131.5% | $4,660+33.4% |
| Participant deferral / active EE | $8,786 | $5,162+70.2% | $4,255+106.5% | $6,688+31.4% |
| Admin fee / account holder | $1,193 | $8,467-85.9% | $6,467-81.6% | $13,397-91.1% |