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 | $83,740 | $96,305-13.0% | $80,569+3.9% | $139,434-39.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.77% | 1350.08%-1331.3pp | 935.43%-916.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,123 | $3,262-4.3% | $2,723+14.7% | $4,751-34.3% |
| Participant deferral / active EE | $6,950 | $5,232+32.8% | $4,447+56.3% | $6,710+3.6% |
| Admin fee / account holder | $6,872 | $6,599+4.1% | $5,377+27.8% | $11,403-39.7% |