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 9-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 | $72,496 | $176,662-59.0% | $130,648-44.5% | $152,861-52.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 24.10% | 2692.24%-2668.1pp | 1708.96%-1684.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,241 | $5,742-8.7% | $4,092+28.1% | $4,762+10.1% |
| Participant deferral / active EE | $9,118 | $4,361+109.1% | $3,603+153.1% | $5,850+55.9% |
| Admin fee / account holder | $2,716 | $7,133-61.9% | $5,464-50.3% | $11,596-76.6% |