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 | $122,762 | $96,635+27.0% | $86,612+41.7% | $139,434-12.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.65% | 106.41%-82.8pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $4,152 | $3,263+27.2% | $3,022+37.4% | $4,751-12.6% |
| Participant deferral / active EE | $3,544 | $4,836-26.7% | $4,438-20.1% | $6,710-47.2% |
| Admin fee / account holder | $1,096 | $6,408-82.9% | $5,614-80.5% | $11,403-90.4% |