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 6-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 | $201,374 | $70,756+184.6% | $65,493+207.5% | $142,382+41.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.32% | 1754.89%-1733.6pp | 982.45%-961.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $32,419 | $2,881+1025.4% | $2,574+1159.4% | $4,299+654.1% |
| Participant deferral / active EE | $13,649 | $4,637+194.3% | $3,961+244.6% | $6,507+109.8% |
| Admin fee / account holder | $898 | $6,559-86.3% | $5,028-82.1% | $12,624-92.9% |