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 | $73,244 | $70,756+3.5% | $65,493+11.8% | $142,382-48.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.17% | 1754.89%-1741.7pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,251 | $2,881-21.8% | $2,574-12.5% | $4,299-47.6% |
| Participant deferral / active EE | $2,476 | $4,637-46.6% | $3,961-37.5% | $6,507-62.0% |
| Admin fee / account holder | $3,071 | $6,559-53.2% | $5,028-38.9% | $12,624-75.7% |