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 | $124,592 | $111,724+11.5% | $93,606+33.1% | $145,922-14.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.93% | 202.98%-190.1pp | 133.20%-120.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,545 | $3,090+14.8% | $2,420+46.5% | $4,660-23.9% |
| Participant deferral / active EE | $5,325 | $4,912+8.4% | $4,411+20.7% | $6,688-20.4% |
| Admin fee / account holder | $5,914 | $10,250-42.3% | $8,285-28.6% | $13,397-55.9% |