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 | $167,984 | $105,998+58.5% | $92,233+82.1% | $147,584+13.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.20% | 50.05%-37.8pp | 176.28%-164.1pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,018 | $4,333-30.3% | $3,679-18.0% | $4,876-38.1% |
| Participant deferral / active EE | $6,107 | $4,478+36.4% | $3,897+56.7% | $5,439+12.3% |
| Admin fee / account holder | $875 | $6,332-86.2% | $5,194-83.1% | $10,885-92.0% |