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 | $97,613 | $96,305+1.4% | $80,569+21.2% | $139,434-30.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.22% | 1350.08%-1325.9pp | 935.43%-911.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,015 | $3,262-38.2% | $2,723-26.0% | $4,751-57.6% |
| Participant deferral / active EE | $9,883 | $5,232+88.9% | $4,447+122.2% | $6,710+47.3% |
| Admin fee / account holder | $11,471 | $6,599+73.8% | $5,377+113.3% | $11,403+0.6% |