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 | $72,184 | $102,604-29.6% | $86,188-16.2% | $139,434-48.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.91% | 1922.51%-1905.6pp | 1168.45%-1151.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,817 | $3,032-7.1% | $2,380+18.3% | $4,751-40.7% |
| Participant deferral / active EE | $7,502 | $4,676+60.5% | $3,985+88.2% | $6,710+11.8% |
| Admin fee / account holder | $1,581 | $8,657-81.7% | $6,852-76.9% | $11,403-86.1% |