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 10-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 | $233,642 | $150,440+55.3% | $136,294+71.4% | $147,584+58.3% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 17.54% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,015 | $5,256-23.6% | $4,695-14.5% | $4,876-17.7% |
| Participant deferral / active EE | $12,113 | $6,630+82.7% | $6,247+93.9% | $5,439+122.7% |
| Admin fee / account holder | $1,531 | $10,905-86.0% | $9,243-83.4% | $10,885-85.9% |