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 | $138,661 | $102,604+35.1% | $86,188+60.9% | $139,434-0.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.17% | 1922.51%-1912.3pp | 1168.45%-1158.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,342 | $3,032-55.7% | $2,380-43.6% | $4,751-71.7% |
| Participant deferral / active EE | $5,900 | $4,676+26.2% | $3,985+48.0% | $6,710-12.1% |
| Admin fee / account holder | $411 | $8,657-95.2% | $6,852-94.0% | $11,403-96.4% |