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 | $124,202 | $114,047+8.9% | $96,139+29.2% | $167,490-25.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.89% | 189.88%-175.0pp | 191.94%-177.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,886 | $3,427-45.0% | $2,797-32.6% | $4,837-61.0% |
| Participant deferral / active EE | $4,212 | $5,194-18.9% | $4,349-3.1% | $6,341-33.6% |
| Admin fee / account holder | $2,892 | $6,897-58.1% | $5,537-47.8% | $12,309-76.5% |