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 | $85,065 | $110,502-23.0% | $80,716+5.4% | $167,490-49.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 142.82% | 120.54%+22.3pp | 87.28%+55.5pp | 478.56%-335.7pp |
| Employer contribution / active EE | $1,700 | $1,543+10.2% | $1,160+46.5% | $4,837-64.9% |
| Participant deferral / active EE | $15,775 | $2,871+449.5% | $2,146+635.2% | $6,341+148.8% |
| Admin fee / account holder | $3,603 | $4,545-20.7% | $3,380+6.6% | $12,309-70.7% |