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 | $65,844 | $114,047-42.3% | $96,139-31.5% | $167,490-60.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.93% | 189.88%-177.9pp | 191.94%-180.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $5,934 | $3,427+73.2% | $2,797+112.2% | $4,837+22.7% |
| Participant deferral / active EE | $5,936 | $5,194+14.3% | $4,349+36.5% | $6,341-6.4% |
| Admin fee / account holder | $1,523 | $6,897-77.9% | $5,537-72.5% | $12,309-87.6% |