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 | $94,701 | $108,642-12.8% | $74,701+26.8% | $152,861-38.0% |
| Participation rate | 91.7% | 65.3%+26.3pp | 54.5%+37.2pp | 82.4%+9.2pp |
| Annual return | 12.00% | 114.06%-102.1pp | 752.92%-740.9pp | 345.32%-333.3pp |
| Employer contribution / active EE | $10,500 | $1,503+598.7% | $1,084+869.0% | $4,762+120.5% |
| Participant deferral / active EE | $7,349 | $2,712+170.9% | $1,964+274.2% | $5,850+25.6% |
| Admin fee / account holder | $425 | $4,902-91.3% | $3,333-87.2% | $11,596-96.3% |