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 | $69,479 | $176,662-60.7% | $130,648-46.8% | $152,861-54.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.62% | 2692.24%-2672.6pp | 1708.96%-1689.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,260 | $5,742-25.8% | $4,092+4.1% | $4,762-10.6% |
| Participant deferral / active EE | $4,260 | $4,361-2.3% | $3,603+18.2% | $5,850-27.2% |
| Admin fee / account holder | $673 | $7,133-90.6% | $5,464-87.7% | $11,596-94.2% |