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 | $82,470 | $124,185-33.6% | $108,410-23.9% | $167,490-50.8% |
| Participation rate | 95.2% | 82.3%+13.0pp | 80.1%+15.1pp | 82.1%+13.1pp |
| Annual return | 16.06% | 1379.64%-1363.6pp | 905.27%-889.2pp | 478.56%-462.5pp |
| Employer contribution / active EE | $10,651 | $4,187+154.4% | $3,558+199.3% | $4,837+120.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,744 | $9,455-81.6% | $7,295-76.1% | $12,309-85.8% |