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 | $90,864 | $114,047-20.3% | $96,139-5.5% | $167,490-45.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.16% | 189.88%-177.7pp | 191.94%-179.8pp | 478.56%-466.4pp |
| Employer contribution / active EE | $7,485 | $3,427+118.4% | $2,797+167.6% | $4,837+54.7% |
| Participant deferral / active EE | $3,156 | $5,194-39.2% | $4,349-27.4% | $6,341-50.2% |
| Admin fee / account holder | $482 | $6,897-93.0% | $5,537-91.3% | $12,309-96.1% |