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 | $111,737 | $105,998+5.4% | $92,233+21.1% | $147,584-24.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.56% | 50.05%-27.5pp | 176.28%-153.7pp | 578.55%-556.0pp |
| Employer contribution / active EE | $6,939 | $4,333+60.1% | $3,679+88.6% | $4,876+42.3% |
| Participant deferral / active EE | $5,652 | $4,478+26.2% | $3,897+45.0% | $5,439+3.9% |
| Admin fee / account holder | $1,057 | $6,332-83.3% | $5,194-79.7% | $10,885-90.3% |