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 | $71,567 | $84,695-15.5% | $73,843-3.1% | $125,391-42.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.37% | 3123.53%-3121.2pp | 2267.84%-2265.5pp | 282.22%-279.9pp |
| Employer contribution / active EE | $8,520 | $3,123+172.8% | $2,787+205.7% | $4,866+75.1% |
| Participant deferral / active EE | $6,323 | $3,992+58.4% | $3,583+76.5% | $5,352+18.2% |
| Admin fee / account holder | $1,141 | $5,691-80.0% | $4,880-76.6% | $9,540-88.0% |