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 | $96,964 | $106,890-9.3% | $84,015+15.4% | $152,861-36.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.03% | 104.99%-87.0pp | 71.31%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $10,343 | $2,734+278.3% | $1,983+421.5% | $4,762+117.2% |
| Participant deferral / active EE | $7,463 | $4,011+86.1% | $3,239+130.4% | $5,850+27.6% |
| Admin fee / account holder | $1,678 | $8,285-79.7% | $6,101-72.5% | $11,596-85.5% |