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 | $90,531 | $96,635-6.3% | $86,612+4.5% | $139,434-35.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.79% | 106.41%-92.6pp | 591.07%-577.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,319 | $3,263+1.7% | $3,022+9.8% | $4,751-30.1% |
| Participant deferral / active EE | $10,132 | $4,836+109.5% | $4,438+128.3% | $6,710+51.0% |
| Admin fee / account holder | $444 | $6,408-93.1% | $5,614-92.1% | $11,403-96.1% |