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 | $106,560 | $70,606+50.9% | $53,898+97.7% | $142,382-25.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.55% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $8,600 | $1,202+615.4% | $932+822.7% | $4,299+100.0% |
| Participant deferral / active EE | $21,500 | $2,364+809.5% | $1,826+1077.3% | $6,507+230.4% |
| Admin fee / account holder | $18,262 | $2,852+540.4% | $2,491+633.2% | $12,624+44.7% |