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 | $70,736 | $96,305-26.6% | $80,569-12.2% | $139,434-49.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.77% | 1350.08%-1333.3pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $5,026 | $3,262+54.1% | $2,723+84.5% | $4,751+5.8% |
| Participant deferral / active EE | $6,846 | $5,232+30.9% | $4,447+53.9% | $6,710+2.0% |
| Admin fee / account holder | $2,676 | $6,599-59.4% | $5,377-50.2% | $11,403-76.5% |