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 | $70,193 | $109,817-36.1% | $98,442-28.7% | $167,490-58.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.00% | 1956.69%-1937.7pp | 1492.73%-1473.7pp | 478.56%-459.6pp |
| Employer contribution / active EE | $4,432 | $3,224+37.5% | $2,960+49.7% | $4,837-8.4% |
| Participant deferral / active EE | $11,805 | $4,673+152.6% | $4,276+176.1% | $6,341+86.2% |
| Admin fee / account holder | $5,263 | $6,753-22.1% | $5,949-11.5% | $12,309-57.2% |