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 | $85,469 | $65,409+30.7% | $98,442-13.2% | $85,850-0.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.39% | 21.76%-8.4pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,257 | $2,168+142.5% | $2,960+77.6% | $2,565+104.9% |
| Participant deferral / active EE | $3,553 | $3,166+12.2% | $4,276-16.9% | $3,952-10.1% |
| Admin fee / account holder | $4,247 | $4,593-7.5% | $5,949-28.6% | $6,260-32.2% |