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 | $195,371 | $105,998+84.3% | $92,233+111.8% | $147,584+32.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.62% | 50.05%-30.4pp | 176.28%-156.7pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,247 | $4,333-48.1% | $3,679-38.9% | $4,876-53.9% |
| Participant deferral / active EE | $8,082 | $4,478+80.5% | $3,897+107.4% | $5,439+48.6% |
| Admin fee / account holder | $493 | $6,332-92.2% | $5,194-90.5% | $10,885-95.5% |