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 | $100,120 | $111,724-10.4% | $93,606+7.0% | $145,922-31.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.40% | 202.98%-191.6pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,265 | $3,090+167.5% | $2,420+241.6% | $4,660+77.4% |
| Participant deferral / active EE | $5,814 | $4,912+18.4% | $4,411+31.8% | $6,688-13.1% |
| Admin fee / account holder | $3,918 | $10,250-61.8% | $8,285-52.7% | $13,397-70.8% |