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 | $79,905 | $106,890-25.2% | $84,015-4.9% | $152,861-47.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.17% | 104.99%-84.8pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $8,412 | $2,734+207.6% | $1,983+324.1% | $4,762+76.6% |
| Participant deferral / active EE | $3,679 | $4,011-8.3% | $3,239+13.6% | $5,850-37.1% |
| Admin fee / account holder | $704 | $8,285-91.5% | $6,101-88.5% | $11,596-93.9% |