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 | $228,405 | $88,751+157.4% | $81,812+179.2% | $145,922+56.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.56% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $6,446 | $3,083+109.0% | $2,912+121.3% | $4,660+38.3% |
| Participant deferral / active EE | $13,353 | $4,643+187.6% | $4,319+209.2% | $6,688+99.7% |
| Admin fee / account holder | $11,020 | $8,415+31.0% | $7,386+49.2% | $13,397-17.7% |