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 | $50,325 | $96,635-47.9% | $86,612-41.9% | $139,434-63.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.33% | 106.41%-87.1pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,755 | $3,263+15.1% | $3,022+24.2% | $4,751-21.0% |
| Participant deferral / active EE | $6,229 | $4,836+28.8% | $4,438+40.4% | $6,710-7.2% |
| Admin fee / account holder | $353 | $6,408-94.5% | $5,614-93.7% | $11,403-96.9% |