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 | $83,114 | $107,334-22.6% | $92,893-10.5% | $152,861-45.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 25.25% | 145.58%-120.3pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $11,500 | $4,221+172.5% | $3,653+214.8% | $4,762+141.5% |
| Participant deferral / active EE | $6,709 | $4,845+38.5% | $4,236+58.4% | $5,850+14.7% |
| Admin fee / account holder | $2,086 | $7,079-70.5% | $5,794-64.0% | $11,596-82.0% |