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 | $88,267 | $209,411-57.8% | $178,490-50.5% | $158,922-44.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 45.74% | 188.75%-143.0pp | 151.07%-105.3pp | 302.83%-257.1pp |
| Employer contribution / active EE | $3,180 | $5,706-44.3% | $5,011-36.5% | $4,761-33.2% |
| Participant deferral / active EE | $10,427 | $5,954+75.1% | $5,202+100.5% | $5,982+74.3% |
| Admin fee / account holder | $25,236 | $17,074+47.8% | $13,984+80.5% | $11,246+124.4% |