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 | $77,661 | $70,756+9.8% | $65,493+18.6% | $142,382-45.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.10% | 1754.89%-1735.8pp | 982.45%-963.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,270 | $2,881+13.5% | $2,574+27.0% | $4,299-23.9% |
| Participant deferral / active EE | $14,144 | $4,637+205.0% | $3,961+257.1% | $6,507+117.4% |
| Admin fee / account holder | $461 | $6,559-93.0% | $5,028-90.8% | $12,624-96.4% |