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 | $150,830 | $88,751+69.9% | $81,812+84.4% | $145,922+3.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.24% | 1025.40%-1005.2pp | 773.79%-753.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $4,860 | $3,083+57.6% | $2,912+66.9% | $4,660+4.3% |
| Participant deferral / active EE | $17,577 | $4,643+278.6% | $4,319+307.0% | $6,688+162.8% |
| Admin fee / account holder | $595 | $8,415-92.9% | $7,386-91.9% | $13,397-95.6% |