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 | $77,070 | $81,625-5.6% | $58,482+31.8% | $139,434-44.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.54% | 7404.20%-7390.7pp | 4239.32%-4225.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $5,219 | $1,398+273.2% | $1,053+395.5% | $4,751+9.9% |
| Participant deferral / active EE | $5,513 | $2,557+115.6% | $1,924+186.5% | $6,710-17.8% |
| Admin fee / account holder | $7,372 | $3,265+125.8% | $2,516+193.0% | $11,403-35.4% |