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 | $50,625 | $105,998-52.2% | $92,233-45.1% | $147,584-65.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.42% | 50.05%-25.6pp | 176.28%-151.9pp | 578.55%-554.1pp |
| Employer contribution / active EE | $4,470 | $4,333+3.2% | $3,679+21.5% | $4,876-8.3% |
| Participant deferral / active EE | $4,862 | $4,478+8.6% | $3,897+24.8% | $5,439-10.6% |
| Admin fee / account holder | $500 | $6,332-92.1% | $5,194-90.4% | $10,885-95.4% |