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 | $140,636 | $97,757+43.9% | $83,848+67.7% | $135,375+3.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.88% | 1287.37%-1280.5pp | 850.88%-844.0pp | 519.73%-512.9pp |
| Employer contribution / active EE | $9,760 | $4,222+131.2% | $3,631+168.8% | $4,779+104.2% |
| Participant deferral / active EE | $7,438 | $4,682+58.8% | $4,082+82.2% | $5,609+32.6% |
| Admin fee / account holder | $1,017 | $6,674-84.8% | $5,478-81.4% | $10,827-90.6% |