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 | $98,723 | $107,334-8.0% | $92,893+6.3% | $152,861-35.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.68% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,619 | $4,221-37.9% | $3,653-28.3% | $4,762-45.0% |
| Participant deferral / active EE | $9,235 | $4,845+90.6% | $4,236+118.0% | $5,850+57.9% |
| Admin fee / account holder | $13,200 | $7,079+86.5% | $5,794+127.8% | $11,596+13.8% |