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 7-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 | $106,053 | $88,751+19.5% | $81,812+29.6% | $145,922-27.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.15% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,554 | $3,083+47.7% | $2,912+56.4% | $4,660-2.3% |
| Participant deferral / active EE | $21,042 | $4,643+353.2% | $4,319+387.2% | $6,688+214.6% |
| Admin fee / account holder | $1,534 | $8,415-81.8% | $7,386-79.2% | $13,397-88.6% |