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 | $76,366 | $88,707-13.9% | $74,183+2.9% | $273,961-72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 540.49% | 11.94%+528.6pp | 17.74%+522.8pp | 41.45%+499.0pp |
| Employer contribution / active EE | $2,056 | $3,159-34.9% | $2,370-13.2% | $4,869-57.8% |
| Participant deferral / active EE | $5,756 | $4,212+36.7% | $3,550+62.2% | $5,287+8.9% |
| Admin fee / account holder | $9,797 | $8,717+12.4% | $5,586+75.4% | $10,132-3.3% |