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 | $123,509 | $110,502+11.8% | $80,716+53.0% | $167,490-26.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.10% | 120.54%-107.4pp | 87.28%-74.2pp | 478.56%-465.5pp |
| Employer contribution / active EE | $7,998 | $1,543+418.5% | $1,160+589.5% | $4,837+65.3% |
| Participant deferral / active EE | $6,809 | $2,871+137.2% | $2,146+217.4% | $6,341+7.4% |
| Admin fee / account holder | $1,284 | $4,545-71.7% | $3,380-62.0% | $12,309-89.6% |