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 | $93,211 | $108,642-14.2% | $74,701+24.8% | $152,861-39.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 14.38% | 114.06%-99.7pp | 752.92%-738.5pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,000 | $1,503-33.5% | $1,084-7.7% | $4,762-79.0% |
| Participant deferral / active EE | $1,250 | $2,712-53.9% | $1,964-36.3% | $5,850-78.6% |
| Admin fee / account holder | $5,523 | $4,902+12.6% | $3,333+65.7% | $11,596-52.4% |