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 | $168,144 | $70,756+137.6% | $65,493+156.7% | $142,382+18.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.35% | 1754.89%-1743.5pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $14,943 | $2,881+418.8% | $2,574+480.5% | $4,299+247.6% |
| Participant deferral / active EE | $19,635 | $4,637+323.4% | $3,961+395.7% | $6,507+201.7% |
| Admin fee / account holder | $52,308 | $6,559+697.5% | $5,028+940.3% | $12,624+314.4% |