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 | $165,551 | $110,809+49.4% | $86,874+90.6% | $167,490-1.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.62% | 116.98%-103.4pp | 63.52%-49.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,066 | $3,244+25.4% | $2,495+62.9% | $4,837-15.9% |
| Participant deferral / active EE | $6,242 | $4,546+37.3% | $3,699+68.7% | $6,341-1.6% |
| Admin fee / account holder | $6,678 | $8,415-20.6% | $5,828+14.6% | $12,309-45.7% |