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 | $90,435 | $102,604-11.9% | $86,188+4.9% | $139,434-35.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.37% | 1922.51%-1905.1pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,988 | $3,032-34.4% | $2,380-16.5% | $4,751-58.2% |
| Participant deferral / active EE | $6,260 | $4,676+33.9% | $3,985+57.1% | $6,710-6.7% |
| Admin fee / account holder | $4,044 | $8,657-53.3% | $6,852-41.0% | $11,403-64.5% |