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 | $80,367 | $105,998-24.2% | $92,233-12.9% | $147,584-45.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.83% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $4,147 | $4,333-4.3% | $3,679+12.7% | $4,876-15.0% |
| Participant deferral / active EE | $5,963 | $4,478+33.2% | $3,897+53.0% | $5,439+9.6% |
| Admin fee / account holder | $2,684 | $6,332-57.6% | $5,194-48.3% | $10,885-75.3% |