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 9-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 | $80,500 | $88,751-9.3% | $81,812-1.6% | $145,922-44.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.51% | 1025.40%-994.9pp | 773.79%-743.3pp | 561.29%-530.8pp |
| Employer contribution / active EE | $3,087 | $3,083+0.1% | $2,912+6.0% | $4,660-33.8% |
| Participant deferral / active EE | $7,025 | $4,643+51.3% | $4,319+62.7% | $6,688+5.0% |
| Admin fee / account holder | $1,276 | $8,415-84.8% | $7,386-82.7% | $13,397-90.5% |