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 7-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 | $217,842 | $100,852+116.0% | $90,404+141.0% | $158,922+37.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.26% | 1724.20%-1702.9pp | 1293.02%-1271.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $21,511 | $3,689+483.2% | $3,262+559.4% | $4,761+351.8% |
| Participant deferral / active EE | $19,500 | $4,348+348.5% | $3,963+392.0% | $5,982+226.0% |
| Admin fee / account holder | $900 | $6,501-86.2% | $5,611-84.0% | $11,246-92.0% |