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 | $141,660 | $100,852+40.5% | $90,404+56.7% | $158,922-10.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.07% | 1724.20%-1712.1pp | 1293.02%-1280.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,063 | $3,689-17.0% | $3,262-6.1% | $4,761-35.7% |
| Participant deferral / active EE | $7,600 | $4,348+74.8% | $3,963+91.8% | $5,982+27.0% |
| Admin fee / account holder | $11,499 | $6,501+76.9% | $5,611+104.9% | $11,246+2.3% |