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 7-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 | $116,361 | $96,305+20.8% | $80,569+44.4% | $139,434-16.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.92% | 1350.08%-1335.2pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,511 | $3,262-23.0% | $2,723-7.8% | $4,751-47.1% |
| Participant deferral / active EE | $16,818 | $5,232+221.4% | $4,447+278.1% | $6,710+150.6% |
| Admin fee / account holder | $1,195 | $6,599-81.9% | $5,377-77.8% | $11,403-89.5% |