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 | $98,887 | $114,047-13.3% | $96,139+2.9% | $167,490-41.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.22% | 189.88%-174.7pp | 191.94%-176.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $4,875 | $3,427+42.3% | $2,797+74.3% | $4,837+0.8% |
| Participant deferral / active EE | $14,556 | $5,194+180.3% | $4,349+234.7% | $6,341+129.5% |
| Admin fee / account holder | $577 | $6,897-91.6% | $5,537-89.6% | $12,309-95.3% |