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 | $188,288 | $135,635+38.8% | $110,238+70.8% | $135,375+39.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.09% | 513.19%-509.1pp | 314.74%-310.7pp | 519.73%-515.6pp |
| Employer contribution / active EE | $5,081 | $4,906+3.6% | $3,826+32.8% | $4,779+6.3% |
| Participant deferral / active EE | $2,607 | $5,506-52.7% | $4,672-44.2% | $5,609-53.5% |
| Admin fee / account holder | $1,915 | $11,457-83.3% | $8,547-77.6% | $10,827-82.3% |