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 | $99,169 | $109,817-9.7% | $98,442+0.7% | $167,490-40.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 18.69% | 1956.69%-1938.0pp | 1492.73%-1474.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,782 | $3,224-44.7% | $2,960-39.8% | $4,837-63.2% |
| Participant deferral / active EE | $8,962 | $4,673+91.8% | $4,276+109.6% | $6,341+41.3% |
| Admin fee / account holder | $4,144 | $6,753-38.6% | $5,949-30.3% | $12,309-66.3% |