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 | $116,381 | $75,828+53.5% | $147,614-21.2% | $59,632+95.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 3.36% | 0.37%+3.0pp | 61.98%-58.6pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $6,286 | $3,485+80.4% | $5,564+13.0% | $2,203+185.4% |
| Participant deferral / active EE | $6,653 | $3,130+112.5% | $4,895+35.9% | $3,192+108.4% |
| Admin fee / account holder | $1,990 | $5,985-66.7% | $11,611-82.9% | $4,297-53.7% |