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 | $184,165 | $96,305+91.2% | $80,569+128.6% | $139,434+32.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 28.96% | 1350.08%-1321.1pp | 935.43%-906.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $17,162 | $3,262+426.1% | $2,723+530.1% | $4,751+261.2% |
| Participant deferral / active EE | $7,500 | $5,232+43.4% | $4,447+68.6% | $6,710+11.8% |
| Admin fee / account holder | $924 | $6,599-86.0% | $5,377-82.8% | $11,403-91.9% |