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 6-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 | $82,539 | $88,751-7.0% | $81,812+0.9% | $145,922-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.68% | 1025.40%-1008.7pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,868 | $3,083+25.4% | $2,912+32.8% | $4,660-17.0% |
| Participant deferral / active EE | $3,374 | $4,643-27.3% | $4,319-21.9% | $6,688-49.5% |
| Admin fee / account holder | $1,320 | $8,415-84.3% | $7,386-82.1% | $13,397-90.1% |