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 | $101,025 | $102,317-1.3% | $146,958-31.3% | $80,856+24.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.92% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $10,907 | $3,713+193.8% | $4,933+121.1% | $2,755+295.9% |
| Participant deferral / active EE | $9,960 | $6,644+49.9% | $8,070+23.4% | $4,296+131.9% |
| Admin fee / account holder | $1,738 | $7,941-78.1% | $12,998-86.6% | $6,918-74.9% |