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 | $109,196 | $209,832-48.0% | $189,513-42.4% | $167,490-34.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.23% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,707 | $6,914-60.8% | $6,162-56.1% | $4,837-44.0% |
| Participant deferral / active EE | $9,139 | $8,935+2.3% | $8,221+11.2% | $6,341+44.1% |
| Admin fee / account holder | $2,510 | $14,293-82.4% | $12,045-79.2% | $12,309-79.6% |