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 | $69,797 | $105,998-34.2% | $92,233-24.3% | $147,584-52.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.01% | 50.05%-28.0pp | 176.28%-154.3pp | 578.55%-556.5pp |
| Employer contribution / active EE | $4,992 | $4,333+15.2% | $3,679+35.7% | $4,876+2.4% |
| Participant deferral / active EE | $4,393 | $4,478-1.9% | $3,897+12.7% | $5,439-19.2% |
| Admin fee / account holder | $6,855 | $6,332+8.3% | $5,194+32.0% | $10,885-37.0% |