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 | $42,021 | $180,449-76.7% | $154,107-72.7% | $135,375-69.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 51.57% | 888.09%-836.5pp | 735.12%-683.6pp | 519.73%-468.2pp |
| Employer contribution / active EE | $2,837 | $6,035-53.0% | $5,298-46.4% | $4,779-40.6% |
| Participant deferral / active EE | $10,655 | $5,806+83.5% | $5,081+109.7% | $5,609+90.0% |
| Admin fee / account holder | $3,805 | $16,143-76.4% | $13,411-71.6% | $10,827-64.9% |