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 | $130,102 | $150,440-13.5% | $136,294-4.5% | $147,584-11.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 19.90% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $10,376 | $5,256+97.4% | $4,695+121.0% | $4,876+112.8% |
| Participant deferral / active EE | $11,181 | $6,630+68.6% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $6,364 | $10,905-41.6% | $9,243-31.2% | $10,885-41.5% |