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 | $148,062 | $171,865-13.9% | $149,718-1.1% | $147,584+0.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.66% | 2113.22%-2092.6pp | 1501.63%-1481.0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $6,380 | $6,275+1.7% | $5,445+17.2% | $4,876+30.8% |
| Participant deferral / active EE | $18,673 | $7,271+156.8% | $6,569+184.3% | $5,439+243.3% |
| Admin fee / account holder | $3,692 | $13,799-73.2% | $11,283-67.3% | $10,885-66.1% |