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 | $117,030 | $171,865-31.9% | $149,718-21.8% | $147,584-20.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.50% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,779 | $6,275-71.7% | $5,445-67.3% | $4,876-63.5% |
| Participant deferral / active EE | $4,435 | $7,271-39.0% | $6,569-32.5% | $5,439-18.5% |
| Admin fee / account holder | $4,584 | $13,799-66.8% | $11,283-59.4% | $10,885-57.9% |