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 9-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 | $75,379 | $100,852-25.3% | $90,404-16.6% | $158,922-52.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.72% | 1724.20%-1712.5pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,346 | $3,689-9.3% | $3,262+2.6% | $4,761-29.7% |
| Participant deferral / active EE | $4,321 | $4,348-0.6% | $3,963+9.0% | $5,982-27.8% |
| Admin fee / account holder | $4,147 | $6,501-36.2% | $5,611-26.1% | $11,246-63.1% |