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 | $58,944 | $81,625-27.8% | $58,482+0.8% | $139,434-57.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.50% | 7404.20%-7382.7pp | 4239.32%-4217.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $7,840 | $1,398+460.7% | $1,053+644.3% | $4,751+65.0% |
| Participant deferral / active EE | $19,600 | $2,557+666.6% | $1,924+918.8% | $6,710+192.1% |
| Admin fee / account holder | $9,040 | $3,265+176.9% | $2,516+259.3% | $11,403-20.7% |