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 | $81,485 | $100,852-19.2% | $90,404-9.9% | $158,922-48.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.22% | 1724.20%-1703.0pp | 1293.02%-1271.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,501 | $3,689-5.1% | $3,262+7.3% | $4,761-26.5% |
| Participant deferral / active EE | $2,531 | $4,348-41.8% | $3,963-36.1% | $5,982-57.7% |
| Admin fee / account holder | $113,262 | $6,501+1642.2% | $5,611+1918.6% | $11,246+907.2% |