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 | $106,481 | $104,486+1.9% | $76,817+38.6% | $152,861-30.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 12.41% | 1013.37%-1001.0pp | 1166.11%-1153.7pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,285 | $3,116-58.7% | $2,302-44.2% | $4,762-73.0% |
| Participant deferral / active EE | $1,888 | $4,236-55.4% | $3,336-43.4% | $5,850-67.7% |
| Admin fee / account holder | $8,675 | $12,275-29.3% | $6,420+35.1% | $11,596-25.2% |