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 | $100,966 | $104,907-3.8% | $84,611+19.3% | $152,861-33.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.78% | 373.79%-352.0pp | 258.74%-237.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,029 | $3,302+52.3% | $2,652+89.6% | $4,762+5.6% |
| Participant deferral / active EE | $12,266 | $4,688+161.7% | $3,899+214.6% | $5,850+109.7% |
| Admin fee / account holder | $29,078 | $6,241+365.9% | $4,912+491.9% | $11,596+150.7% |