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 | $118,095 | $88,751+33.1% | $81,812+44.4% | $145,922-19.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.85% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,216 | $3,083+4.3% | $2,912+10.4% | $4,660-31.0% |
| Participant deferral / active EE | $11,625 | $4,643+150.4% | $4,319+169.2% | $6,688+73.8% |
| Admin fee / account holder | $4,631 | $8,415-45.0% | $7,386-37.3% | $13,397-65.4% |