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 10-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 | $190,449 | $176,662+7.8% | $130,648+45.8% | $152,861+24.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 16.55% | 2692.24%-2675.7pp | 1708.96%-1692.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $10,649 | $5,742+85.5% | $4,092+160.2% | $4,762+123.6% |
| Participant deferral / active EE | $9,613 | $4,361+120.4% | $3,603+166.8% | $5,850+64.3% |
| Admin fee / account holder | $9,366 | $7,133+31.3% | $5,464+71.4% | $11,596-19.2% |