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 | $90,084 | $106,890-15.7% | $84,015+7.2% | $152,861-41.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.00% | 104.99%-75.0pp | 71.31%-41.3pp | 345.32%-315.3pp |
| Employer contribution / active EE | $3,041 | $2,734+11.2% | $1,983+53.3% | $4,762-36.1% |
| Participant deferral / active EE | $5,809 | $4,011+44.8% | $3,239+79.4% | $5,850-0.7% |
| Admin fee / account holder | $477 | $8,285-94.2% | $6,101-92.2% | $11,596-95.9% |