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 8-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 | $99,146 | $70,756+40.1% | $65,493+51.4% | $142,382-30.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.31% | 1754.89%-1738.6pp | 982.45%-966.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $12,278 | $2,881+326.2% | $2,574+376.9% | $4,299+185.6% |
| Participant deferral / active EE | $6,476 | $4,637+39.6% | $3,961+63.5% | $6,507-0.5% |
| Admin fee / account holder | $3,964 | $6,559-39.6% | $5,028-21.2% | $12,624-68.6% |