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 | $158,620 | $96,635+64.1% | $86,612+83.1% | $139,434+13.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.74% | 106.41%-88.7pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,692 | $3,263+13.1% | $3,022+22.2% | $4,751-22.3% |
| Participant deferral / active EE | $11,017 | $4,836+127.8% | $4,438+148.3% | $6,710+64.2% |
| Admin fee / account holder | $916 | $6,408-85.7% | $5,614-83.7% | $11,403-92.0% |