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 | $224,491 | $109,817+104.4% | $98,442+128.0% | $167,490+34.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.18% | 1956.69%-1947.5pp | 1492.73%-1483.5pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,457 | $3,224+7.2% | $2,960+16.8% | $4,837-28.5% |
| Participant deferral / active EE | $17,072 | $4,673+265.3% | $4,276+299.2% | $6,341+169.2% |
| Admin fee / account holder | $1,039 | $6,753-84.6% | $5,949-82.5% | $12,309-91.6% |