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 4-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 | $70,615 | $70,756-0.2% | $65,493+7.8% | $142,382-50.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 83.95% | 1754.89%-1670.9pp | 982.45%-898.5pp | 217.08%-133.1pp |
| Employer contribution / active EE | $5,598 | $2,881+94.3% | $2,574+117.5% | $4,299+30.2% |
| Participant deferral / active EE | $13,324 | $4,637+187.3% | $3,961+236.4% | $6,507+104.8% |
| Admin fee / account holder | $2,711 | $6,559-58.7% | $5,028-46.1% | $12,624-78.5% |