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 | $92,042 | $104,486-11.9% | $76,817+19.8% | $152,861-39.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.97% | 1013.37%-990.4pp | 1166.11%-1143.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,067 | $3,116+30.5% | $2,302+76.7% | $4,762-14.6% |
| Participant deferral / active EE | $12,431 | $4,236+193.5% | $3,336+272.7% | $5,850+112.5% |
| Admin fee / account holder | $480 | $12,275-96.1% | $6,420-92.5% | $11,596-95.9% |