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 | $64,463 | $105,998-39.2% | $92,233-30.1% | $147,584-56.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 94.42% | 50.05%+44.4pp | 176.28%-81.9pp | 578.55%-484.1pp |
| Employer contribution / active EE | $11,651 | $4,333+168.9% | $3,679+216.7% | $4,876+138.9% |
| Participant deferral / active EE | $5,070 | $4,478+13.2% | $3,897+30.1% | $5,439-6.8% |
| Admin fee / account holder | $796 | $6,332-87.4% | $5,194-84.7% | $10,885-92.7% |