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 | $133,108 | $73,515+81.1% | $62,995+111.3% | $147,584-9.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.91% | 175.43%-159.5pp | 87.57%-71.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $9,358 | $3,320+181.8% | $2,759+239.2% | $4,876+91.9% |
| Participant deferral / active EE | $6,210 | $4,185+48.4% | $3,329+86.5% | $5,439+14.2% |
| Admin fee / account holder | $28,079 | $5,953+371.6% | $3,600+680.0% | $10,885+158.0% |