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 | $164,952 | $70,756+133.1% | $65,493+151.9% | $142,382+15.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 27.96% | 1754.89%-1726.9pp | 982.45%-954.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $3,725 | $2,881+29.3% | $2,574+44.7% | $4,299-13.4% |
| Participant deferral / active EE | $7,660 | $4,637+65.2% | $3,961+93.4% | $6,507+17.7% |
| Admin fee / account holder | $9,816 | $6,559+49.7% | $5,028+95.2% | $12,624-22.2% |