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 | $108,869 | $83,902+29.8% | $167,512-35.0% | $84,808+28.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.39% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,594 | $2,264+147.1% | $3,882+44.1% | $2,631+112.6% |
| Participant deferral / active EE | $7,741 | $4,442+74.3% | $6,405+20.9% | $4,212+83.8% |
| Admin fee / account holder | $8,071 | $7,915+2.0% | $9,769-17.4% | $7,344+9.9% |