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 | $133,814 | $144,119-7.1% | $117,854+13.5% | $147,584-9.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.92% | 531.15%-516.2pp | 335.08%-320.2pp | 578.55%-563.6pp |
| Employer contribution / active EE | $7,573 | $4,896+54.7% | $3,786+100.0% | $4,876+55.3% |
| Participant deferral / active EE | $5,035 | $5,316-5.3% | $4,482+12.3% | $5,439-7.4% |
| Admin fee / account holder | $1,151 | $10,886-89.4% | $8,020-85.7% | $10,885-89.4% |