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 | $131,638 | $165,984-20.7% | $164,813-20.1% | $145,922-9.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 349.30% | 100.03%+249.3pp | 69.93%+279.4pp | 561.29%-212.0pp |
| Employer contribution / active EE | $6,780 | $5,273+28.6% | $4,341+56.2% | $4,660+45.5% |
| Participant deferral / active EE | $8,512 | $6,959+22.3% | $6,031+41.1% | $6,688+27.3% |
| Admin fee / account holder | $347 | $16,648-97.9% | $12,690-97.3% | $13,397-97.4% |