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 | $120,637 | $150,187-19.7% | $120,354+0.2% | $145,922-17.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.76% | 154.07%-145.3pp | 107.15%-98.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,460 | $4,348+25.6% | $3,463+57.7% | $4,660+17.2% |
| Participant deferral / active EE | $6,023 | $6,173-2.4% | $4,991+20.7% | $6,688-9.9% |
| Admin fee / account holder | $8,410 | $12,207-31.1% | $9,423-10.7% | $13,397-37.2% |