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 | $75,788 | $100,852-24.9% | $90,404-16.2% | $158,922-52.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.57% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $12,023 | $3,689+226.0% | $3,262+268.6% | $4,761+152.5% |
| Participant deferral / active EE | $11,186 | $4,348+157.3% | $3,963+182.2% | $5,982+87.0% |
| Admin fee / account holder | $1,923 | $6,501-70.4% | $5,611-65.7% | $11,246-82.9% |