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 | $80,319 | $76,738+4.7% | $56,411+42.4% | $145,922-45.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.23% | 2994.23%-2975.0pp | 1701.33%-1682.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $762 | $1,380-44.8% | $1,039-26.6% | $4,660-83.6% |
| Participant deferral / active EE | $933 | $2,623-64.4% | $1,952-52.2% | $6,688-86.0% |
| Admin fee / account holder | $5,240 | $3,334+57.2% | $2,829+85.2% | $13,397-60.9% |