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 | $64,299 | $98,240-34.5% | $82,313-21.9% | $147,584-56.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 70.96% | 30.85%+40.1pp | 25.88%+45.1pp | 578.55%-507.6pp |
| Employer contribution / active EE | $4,396 | $3,192+37.7% | $2,428+81.0% | $4,876-9.9% |
| Participant deferral / active EE | $6,996 | $4,383+59.6% | $3,706+88.8% | $5,439+28.6% |
| Admin fee / account holder | $3,371 | $8,563-60.6% | $5,608-39.9% | $10,885-69.0% |