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 | $133,219 | $70,606+88.7% | $53,898+147.2% | $142,382-6.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 273.67% | 619.81%-346.1pp | 528.60%-254.9pp | 217.08%+56.6pp |
| Employer contribution / active EE | $447 | $1,202-62.9% | $932-52.1% | $4,299-89.6% |
| Participant deferral / active EE | $880 | $2,364-62.8% | $1,826-51.8% | $6,507-86.5% |
| Admin fee / account holder | $307 | $2,852-89.2% | $2,491-87.7% | $12,624-97.6% |