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 | $109,786 | $102,604+7.0% | $86,188+27.4% | $139,434-21.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.25% | 1922.51%-1902.3pp | 1168.45%-1148.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $17,968 | $3,032+492.5% | $2,380+654.9% | $4,751+278.2% |
| Participant deferral / active EE | $26,190 | $4,676+460.1% | $3,985+557.2% | $6,710+290.3% |
| Admin fee / account holder | $445 | $8,657-94.9% | $6,852-93.5% | $11,403-96.1% |