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 | $100,334 | $209,832-52.2% | $189,513-47.1% | $167,490-40.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.97% | 748.27%-727.3pp | 555.15%-534.2pp | 478.56%-457.6pp |
| Employer contribution / active EE | $4,081 | $6,914-41.0% | $6,162-33.8% | $4,837-15.6% |
| Participant deferral / active EE | $7,783 | $8,935-12.9% | $8,221-5.3% | $6,341+22.7% |
| Admin fee / account holder | $1,967 | $14,293-86.2% | $12,045-83.7% | $12,309-84.0% |