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 | $108,860 | $159,901-31.9% | $146,958-25.9% | $145,922-25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.54% | 98.13%-56.6pp | 418.34%-376.8pp | 561.29%-519.7pp |
| Employer contribution / active EE | $4,127 | $5,286-21.9% | $4,933-16.3% | $4,660-11.4% |
| Participant deferral / active EE | $4,457 | $8,428-47.1% | $8,070-44.8% | $6,688-33.4% |
| Admin fee / account holder | $377 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |