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 | $126,660 | $109,327+15.9% | $89,391+41.7% | $158,922-20.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.06% | 345.68%-335.6pp | 245.62%-235.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,427 | $3,170-55.0% | $2,586-44.8% | $4,761-70.0% |
| Participant deferral / active EE | $7,100 | $4,598+54.4% | $3,890+82.5% | $5,982+18.7% |
| Admin fee / account holder | $1,354 | $6,153-78.0% | $4,881-72.3% | $11,246-88.0% |