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 | $92,010 | $159,901-42.5% | $146,958-37.4% | $145,922-36.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.18% | 98.13%-72.9pp | 418.34%-393.2pp | 561.29%-536.1pp |
| Employer contribution / active EE | $5,992 | $5,286+13.4% | $4,933+21.5% | $4,660+28.6% |
| Participant deferral / active EE | $5,169 | $8,428-38.7% | $8,070-35.9% | $6,688-22.7% |
| Admin fee / account holder | $865 | $15,044-94.3% | $12,998-93.3% | $13,397-93.5% |