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 | $108,694 | $114,047-4.7% | $96,139+13.1% | $167,490-35.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.37% | 189.88%-174.5pp | 191.94%-176.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,397 | $3,427-0.9% | $2,797+21.5% | $4,837-29.8% |
| Participant deferral / active EE | $12,422 | $5,194+139.2% | $4,349+185.6% | $6,341+95.9% |
| Admin fee / account holder | $6,585 | $6,897-4.5% | $5,537+18.9% | $12,309-46.5% |