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 | $80,891 | $105,998-23.7% | $92,233-12.3% | $147,584-45.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.69% | 50.05%-38.4pp | 176.28%-164.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,976 | $4,333-54.4% | $3,679-46.3% | $4,876-59.5% |
| Participant deferral / active EE | $4,920 | $4,478+9.9% | $3,897+26.3% | $5,439-9.5% |
| Admin fee / account holder | $4,197 | $6,332-33.7% | $5,194-19.2% | $10,885-61.4% |