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 | $244,600 | $124,185+97.0% | $108,410+125.6% | $167,490+46.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.33% | 1379.64%-1369.3pp | 905.27%-894.9pp | 478.56%-468.2pp |
| Employer contribution / active EE | $14,480 | $4,187+245.9% | $3,558+306.9% | $4,837+199.3% |
| Participant deferral / active EE | $8,122 | $6,908+17.6% | $6,563+23.8% | $6,341+28.1% |
| Admin fee / account holder | $1,966 | $9,455-79.2% | $7,295-73.1% | $12,309-84.0% |