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 | $102,275 | $83,902+21.9% | $167,512-38.9% | $84,808+20.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 20.44% | 91.55%-71.1pp | 1615.79%-1595.3pp | 40.90%-20.5pp |
| Employer contribution / active EE | $14,368 | $2,264+534.7% | $3,882+270.2% | $2,631+446.1% |
| Participant deferral / active EE | $3,203 | $4,442-27.9% | $6,405-50.0% | $4,212-23.9% |
| Admin fee / account holder | $2,600 | $7,915-67.1% | $9,769-73.4% | $7,344-64.6% |