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 6-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 | $115,077 | $88,751+29.7% | $81,812+40.7% | $145,922-21.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.37% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $10,317 | $3,083+234.6% | $2,912+254.2% | $4,660+121.4% |
| Participant deferral / active EE | $13,378 | $4,643+188.1% | $4,319+209.8% | $6,688+100.0% |
| Admin fee / account holder | $22,412 | $8,415+166.3% | $7,386+203.4% | $13,397+67.3% |