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 9-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 | $201,821 | $138,065+46.2% | $123,544+63.4% | $135,375+49.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1183.69% | 153.68%+1030.0pp | 119.20%+1064.5pp | 519.73%+664.0pp |
| Employer contribution / active EE | $39,447 | $5,151+665.7% | $4,628+752.4% | $4,779+725.5% |
| Participant deferral / active EE | $17,167 | $6,799+152.5% | $6,426+167.2% | $5,609+206.1% |
| Admin fee / account holder | $2,029 | $10,916-81.4% | $9,284-78.1% | $10,827-81.3% |