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 | $71,977 | $105,998-32.1% | $92,233-22.0% | $147,584-51.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.21% | 50.05%-27.8pp | 176.28%-154.1pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,956 | $4,333-54.9% | $3,679-46.8% | $4,876-59.9% |
| Participant deferral / active EE | $6,483 | $4,478+44.8% | $3,897+66.4% | $5,439+19.2% |
| Admin fee / account holder | $341 | $6,332-94.6% | $5,194-93.4% | $10,885-96.9% |