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 5-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 | $70,598 | $102,604-31.2% | $86,188-18.1% | $139,434-49.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.93% | 1922.51%-1901.6pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,224 | $3,032+6.3% | $2,380+35.4% | $4,751-32.1% |
| Participant deferral / active EE | $17,269 | $4,676+269.3% | $3,985+333.3% | $6,710+157.4% |
| Admin fee / account holder | $1,286 | $8,657-85.1% | $6,852-81.2% | $11,403-88.7% |