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 | $218,325 | $150,440+45.1% | $136,294+60.2% | $147,584+47.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.66% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,867 | $5,256-45.4% | $4,695-38.9% | $4,876-41.2% |
| Participant deferral / active EE | $8,700 | $6,630+31.2% | $6,247+39.3% | $5,439+60.0% |
| Admin fee / account holder | $44,138 | $10,905+304.7% | $9,243+377.5% | $10,885+305.5% |