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 4-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 | $100,627 | $76,738+31.1% | $56,411+78.4% | $145,922-31.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.61% | 2994.23%-2974.6pp | 1701.33%-1681.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,573 | $1,380+86.5% | $1,039+147.7% | $4,660-44.8% |
| Participant deferral / active EE | $28,347 | $2,623+980.9% | $1,952+1352.3% | $6,688+323.9% |
| Admin fee / account holder | $4,368 | $3,334+31.0% | $2,829+54.4% | $13,397-67.4% |