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 | $97,979 | $135,635-27.8% | $110,238-11.1% | $135,375-27.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.70% | 513.19%-503.5pp | 314.74%-305.0pp | 519.73%-510.0pp |
| Employer contribution / active EE | $1,346 | $4,906-72.6% | $3,826-64.8% | $4,779-71.8% |
| Participant deferral / active EE | $4,954 | $5,506-10.0% | $4,672+6.0% | $5,609-11.7% |
| Admin fee / account holder | $13,589 | $11,457+18.6% | $8,547+59.0% | $10,827+25.5% |