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 | $104,636 | $118,680-11.8% | $98,907+5.8% | $158,922-34.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.95% | 372.35%-352.4pp | 196.43%-176.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $7,660 | $3,333+129.8% | $2,689+184.9% | $4,761+60.9% |
| Participant deferral / active EE | $9,880 | $5,088+94.2% | $4,244+132.8% | $5,982+65.2% |
| Admin fee / account holder | $5,763 | $10,131-43.1% | $6,642-13.2% | $11,246-48.8% |