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 | $92,071 | $135,635-32.1% | $110,238-16.5% | $135,375-32.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.68% | 513.19%-509.5pp | 314.74%-311.1pp | 519.73%-516.1pp |
| Employer contribution / active EE | $5,306 | $4,906+8.1% | $3,826+38.7% | $4,779+11.0% |
| Participant deferral / active EE | $8,139 | $5,506+47.8% | $4,672+74.2% | $5,609+45.1% |
| Admin fee / account holder | $327 | $11,457-97.1% | $8,547-96.2% | $10,827-97.0% |