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 | $75,833 | $111,724-32.1% | $93,606-19.0% | $145,922-48.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.36% | 202.98%-194.6pp | 133.20%-124.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $6,555 | $3,090+112.2% | $2,420+170.9% | $4,660+40.7% |
| Participant deferral / active EE | $3,468 | $4,912-29.4% | $4,411-21.4% | $6,688-48.1% |
| Admin fee / account holder | $46,538 | $10,250+354.0% | $8,285+461.7% | $13,397+247.4% |