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 | $67,654 | $171,865-60.6% | $149,718-54.8% | $147,584-54.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.39% | 2113.22%-2085.8pp | 1501.63%-1474.2pp | 578.55%-551.2pp |
| Employer contribution / active EE | $8,051 | $6,275+28.3% | $5,445+47.9% | $4,876+65.1% |
| Participant deferral / active EE | $5,197 | $7,271-28.5% | $6,569-20.9% | $5,439-4.4% |
| Admin fee / account holder | $1,644 | $13,799-88.1% | $11,283-85.4% | $10,885-84.9% |