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 | $85,644 | $70,756+21.0% | $65,493+30.8% | $142,382-39.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.41% | 1754.89%-1742.5pp | 982.45%-970.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,254 | $2,881+13.0% | $2,574+26.4% | $4,299-24.3% |
| Participant deferral / active EE | $12,015 | $4,637+159.1% | $3,961+203.3% | $6,507+84.6% |
| Admin fee / account holder | $27,176 | $6,559+314.3% | $5,028+440.5% | $12,624+115.3% |