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 | $127,720 | $160,055-20.2% | $140,016-8.8% | $135,375-5.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.12% | 911.38%-902.3pp | 651.12%-642.0pp | 519.73%-510.6pp |
| Employer contribution / active EE | $3,917 | $6,420-39.0% | $5,606-30.1% | $4,779-18.0% |
| Participant deferral / active EE | $10,453 | $7,642+36.8% | $6,927+50.9% | $5,609+86.4% |
| Admin fee / account holder | $7,477 | $13,328-43.9% | $10,705-30.2% | $10,827-30.9% |