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 4-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 | $84,500 | $96,305-12.3% | $80,569+4.9% | $139,434-39.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.26% | 1350.08%-1332.8pp | 935.43%-918.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,630 | $3,262-19.4% | $2,723-3.4% | $4,751-44.6% |
| Participant deferral / active EE | $7,056 | $5,232+34.9% | $4,447+58.6% | $6,710+5.1% |
| Admin fee / account holder | $1,069 | $6,599-83.8% | $5,377-80.1% | $11,403-90.6% |