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 | $70,987 | $102,604-30.8% | $86,188-17.6% | $139,434-49.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.45% | 1922.51%-1903.1pp | 1168.45%-1149.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,768 | $3,032-8.7% | $2,380+16.3% | $4,751-41.7% |
| Participant deferral / active EE | $7,016 | $4,676+50.1% | $3,985+76.1% | $6,710+4.6% |
| Admin fee / account holder | $982 | $8,657-88.7% | $6,852-85.7% | $11,403-91.4% |