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 | $127,553 | $81,625+56.3% | $58,482+118.1% | $139,434-8.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 24.17% | 7404.20%-7380.0pp | 4239.32%-4215.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $3,473 | $1,398+148.3% | $1,053+229.7% | $4,751-26.9% |
| Participant deferral / active EE | $12,658 | $2,557+395.1% | $1,924+558.0% | $6,710+88.6% |
| Admin fee / account holder | $1,030 | $3,265-68.5% | $2,516-59.1% | $11,403-91.0% |