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 6-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 | $113,075 | $70,756+59.8% | $65,493+72.7% | $142,382-20.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.66% | 1754.89%-1742.2pp | 982.45%-969.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,917 | $2,881+70.7% | $2,574+91.0% | $4,299+14.4% |
| Participant deferral / active EE | $6,899 | $4,637+48.8% | $3,961+74.2% | $6,507+6.0% |
| Admin fee / account holder | $85,600 | $6,559+1205.1% | $5,028+1602.4% | $12,624+578.1% |