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 | $110,874 | $124,185-10.7% | $108,410+2.3% | $167,490-33.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 44.53% | 1379.64%-1335.1pp | 905.27%-860.7pp | 478.56%-434.0pp |
| Employer contribution / active EE | $11,773 | $4,187+181.2% | $3,558+230.8% | $4,837+143.4% |
| Participant deferral / active EE | $9,800 | $6,908+41.9% | $6,563+49.3% | $6,341+54.5% |
| Admin fee / account holder | $165,583 | $9,455+1651.3% | $7,295+2169.8% | $12,309+1245.2% |