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 | $169,517 | $70,756+139.6% | $65,493+158.8% | $142,382+19.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.28% | 1754.89%-1735.6pp | 982.45%-963.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,853 | $2,881+68.5% | $2,574+88.5% | $4,299+12.9% |
| Participant deferral / active EE | $24,469 | $4,637+427.6% | $3,961+517.7% | $6,507+276.0% |
| Admin fee / account holder | $363 | $6,559-94.5% | $5,028-92.8% | $12,624-97.1% |