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 | $64,998 | $150,440-56.8% | $136,294-52.3% | $147,584-56.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.52% | 1049.08%-1023.6pp | 5155.94%-5130.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $14,000 | $5,256+166.4% | $4,695+198.2% | $4,876+187.1% |
| Participant deferral / active EE | $8,252 | $6,630+24.5% | $6,247+32.1% | $5,439+51.7% |
| Admin fee / account holder | $853 | $10,905-92.2% | $9,243-90.8% | $10,885-92.2% |