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 5-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 | $157,043 | $88,751+76.9% | $81,812+92.0% | $145,922+7.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.33% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $8,035 | $3,083+160.6% | $2,912+175.9% | $4,660+72.4% |
| Participant deferral / active EE | $3,802 | $4,643-18.1% | $4,319-12.0% | $6,688-43.1% |
| Admin fee / account holder | $5,551 | $8,415-34.0% | $7,386-24.8% | $13,397-58.6% |