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 | $115,661 | $49,173+135.2% | $121,098-4.5% | $75,163+53.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.89% | 55.99%-42.1pp | 985.75%-971.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,162 | $1,546+39.9% | $4,164-48.1% | $2,670-19.0% |
| Participant deferral / active EE | $4,729 | $2,628+80.0% | $4,080+15.9% | $4,125+14.6% |
| Admin fee / account holder | $5,598 | $3,942+42.0% | $5,644-0.8% | $5,651-0.9% |