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 | $184,407 | $70,756+160.6% | $65,493+181.6% | $142,382+29.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.50% | 1754.89%-1736.4pp | 982.45%-963.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,365 | $2,881+225.1% | $2,574+263.8% | $4,299+117.8% |
| Participant deferral / active EE | $21,000 | $4,637+352.8% | $3,961+430.2% | $6,507+222.7% |
| Admin fee / account holder | $950 | $6,559-85.5% | $5,028-81.1% | $12,624-92.5% |