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 | $109,739 | $104,907+4.6% | $84,611+29.7% | $152,861-28.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 31.94% | 373.79%-341.9pp | 258.74%-226.8pp | 345.32%-313.4pp |
| Employer contribution / active EE | $3,886 | $3,302+17.7% | $2,652+46.5% | $4,762-18.4% |
| Participant deferral / active EE | $6,978 | $4,688+48.9% | $3,899+79.0% | $5,850+19.3% |
| Admin fee / account holder | $4,643 | $6,241-25.6% | $4,912-5.5% | $11,596-60.0% |