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 | $146,291 | $150,440-2.8% | $136,294+7.3% | $147,584-0.9% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 20.14% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $8,833 | $5,256+68.1% | $4,695+88.1% | $4,876+81.1% |
| Participant deferral / active EE | $4,033 | $6,630-39.2% | $6,247-35.4% | $5,439-25.8% |
| Admin fee / account holder | $480 | $10,905-95.6% | $9,243-94.8% | $10,885-95.6% |