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 | $69,879 | $185,200-62.3% | $142,863-51.1% | $167,490-58.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.49% | 8555.70%-8541.2pp | 5637.54%-5623.0pp | 478.56%-464.1pp |
| Employer contribution / active EE | $11,017 | $5,604+96.6% | $4,144+165.9% | $4,837+127.7% |
| Participant deferral / active EE | $5,663 | $4,494+26.0% | $3,837+47.6% | $6,341-10.7% |
| Admin fee / account holder | $583 | $8,031-92.7% | $6,560-91.1% | $12,309-95.3% |