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 | $70,681 | $109,817-35.6% | $98,442-28.2% | $167,490-57.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.94% | 1956.69%-1933.8pp | 1492.73%-1469.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $3,614 | $3,224+12.1% | $2,960+22.1% | $4,837-25.3% |
| Participant deferral / active EE | $2,257 | $4,673-51.7% | $4,276-47.2% | $6,341-64.4% |
| Admin fee / account holder | $3,206 | $6,753-52.5% | $5,949-46.1% | $12,309-74.0% |