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 | $139,439 | $105,998+31.5% | $92,233+51.2% | $147,584-5.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.81% | 50.05%-34.2pp | 176.28%-160.5pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,541 | $4,333-41.4% | $3,679-30.9% | $4,876-47.9% |
| Participant deferral / active EE | $6,850 | $4,478+53.0% | $3,897+75.8% | $5,439+26.0% |
| Admin fee / account holder | $380 | $6,332-94.0% | $5,194-92.7% | $10,885-96.5% |