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 | $104,871 | $99,020+5.9% | $86,590+21.1% | $147,584-28.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.08% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,715 | $3,132-13.3% | $2,839-4.4% | $4,876-44.3% |
| Participant deferral / active EE | $4,766 | $3,972+20.0% | $3,609+32.1% | $5,439-12.4% |
| Admin fee / account holder | $1,874 | $5,710-67.2% | $4,906-61.8% | $10,885-82.8% |