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 | $148,672 | $88,751+67.5% | $81,812+81.7% | $145,922+1.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.96% | 1025.40%-1005.4pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $46,000 | $3,083+1391.9% | $2,912+1479.5% | $4,660+887.2% |
| Participant deferral / active EE | $30,500 | $4,643+556.9% | $4,319+606.3% | $6,688+356.1% |
| Admin fee / account holder | $2,237 | $8,415-73.4% | $7,386-69.7% | $13,397-83.3% |