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 | $84,673 | $73,515+15.2% | $62,995+34.4% | $147,584-42.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.64% | 175.43%-154.8pp | 87.57%-66.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $12,052 | $3,320+262.9% | $2,759+336.8% | $4,876+147.1% |
| Participant deferral / active EE | $5,721 | $4,185+36.7% | $3,329+71.8% | $5,439+5.2% |
| Admin fee / account holder | $960 | $5,953-83.9% | $3,600-73.3% | $10,885-91.2% |