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 | $109,251 | $104,907+4.1% | $84,611+29.1% | $152,861-28.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.02% | 373.79%-349.8pp | 258.74%-234.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $6,629 | $3,302+100.8% | $2,652+149.9% | $4,762+39.2% |
| Participant deferral / active EE | $4,649 | $4,688-0.8% | $3,899+19.3% | $5,850-20.5% |
| Admin fee / account holder | $3,016 | $6,241-51.7% | $4,912-38.6% | $11,596-74.0% |