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 | $71,895 | $150,440-52.2% | $136,294-47.2% | $147,584-51.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.88% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $6,170 | $5,256+17.4% | $4,695+31.4% | $4,876+26.5% |
| Participant deferral / active EE | $4,636 | $6,630-30.1% | $6,247-25.8% | $5,439-14.8% |
| Admin fee / account holder | $7,793 | $10,905-28.5% | $9,243-15.7% | $10,885-28.4% |