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 | $71,512 | $105,998-32.5% | $92,233-22.5% | $147,584-51.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.12% | 50.05%-31.9pp | 176.28%-158.2pp | 578.55%-560.4pp |
| Employer contribution / active EE | $16,797 | $4,333+287.6% | $3,679+356.5% | $4,876+244.5% |
| Participant deferral / active EE | $10,435 | $4,478+133.0% | $3,897+167.8% | $5,439+91.9% |
| Admin fee / account holder | $1,458 | $6,332-77.0% | $5,194-71.9% | $10,885-86.6% |