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 5-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 | $80,214 | $70,756+13.4% | $65,493+22.5% | $142,382-43.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.24% | 1754.89%-1737.7pp | 982.45%-965.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,219 | $2,881+46.5% | $2,574+63.9% | $4,299-1.9% |
| Participant deferral / active EE | $15,100 | $4,637+225.6% | $3,961+281.2% | $6,507+132.1% |
| Admin fee / account holder | $14,032 | $6,559+113.9% | $5,028+179.1% | $12,624+11.2% |