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 | $78,917 | $96,305-18.1% | $80,569-2.1% | $139,434-43.4% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 14.59% | 1350.08%-1335.5pp | 935.43%-920.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,779 | $3,262+15.8% | $2,723+38.7% | $4,751-20.5% |
| Participant deferral / active EE | $6,763 | $5,232+29.3% | $4,447+52.1% | $6,710+0.8% |
| Admin fee / account holder | $575 | $6,599-91.3% | $5,377-89.3% | $11,403-95.0% |