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 | $75,383 | $96,635-22.0% | $86,612-13.0% | $139,434-45.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.25% | 106.41%-85.2pp | 591.07%-569.8pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,373 | $3,263-57.9% | $3,022-54.6% | $4,751-71.1% |
| Participant deferral / active EE | $13,206 | $4,836+173.1% | $4,438+197.6% | $6,710+96.8% |
| Admin fee / account holder | $6,599 | $6,408+3.0% | $5,614+17.5% | $11,403-42.1% |