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 | $111,594 | $96,305+15.9% | $80,569+38.5% | $139,434-20.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1350.08%-1336.6pp | 935.43%-922.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,629 | $3,262-50.1% | $2,723-40.2% | $4,751-65.7% |
| Participant deferral / active EE | $2,563 | $5,232-51.0% | $4,447-42.4% | $6,710-61.8% |
| Admin fee / account holder | $1,700 | $6,599-74.2% | $5,377-68.4% | $11,403-85.1% |