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 | $121,567 | $105,998+14.7% | $92,233+31.8% | $147,584-17.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.24% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $12,067 | $4,333+178.5% | $3,679+228.0% | $4,876+147.5% |
| Participant deferral / active EE | $7,753 | $4,478+73.2% | $3,897+99.0% | $5,439+42.6% |
| Admin fee / account holder | $4,083 | $6,332-35.5% | $5,194-21.4% | $10,885-62.5% |