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 | $111,430 | $109,817+1.5% | $98,442+13.2% | $167,490-33.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.58% | 1956.69%-1947.1pp | 1492.73%-1483.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $14,026 | $3,224+335.1% | $2,960+373.9% | $4,837+189.9% |
| Participant deferral / active EE | $6,955 | $4,673+48.8% | $4,276+62.6% | $6,341+9.7% |
| Admin fee / account holder | $6,338 | $6,753-6.1% | $5,949+6.5% | $12,309-48.5% |