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 | $184,288 | $99,020+86.1% | $86,590+112.8% | $147,584+24.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.46% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $15,569 | $3,132+397.1% | $2,839+448.3% | $4,876+219.3% |
| Participant deferral / active EE | $4,376 | $3,972+10.2% | $3,609+21.3% | $5,439-19.5% |
| Admin fee / account holder | $4,012 | $5,710-29.7% | $4,906-18.2% | $10,885-63.1% |