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 9-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 | $105,487 | $88,751+18.9% | $81,812+28.9% | $145,922-27.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.47% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,379 | $3,083-22.8% | $2,912-18.3% | $4,660-48.9% |
| Participant deferral / active EE | $9,089 | $4,643+95.8% | $4,319+110.5% | $6,688+35.9% |
| Admin fee / account holder | $3,702 | $8,415-56.0% | $7,386-49.9% | $13,397-72.4% |