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 | $165,596 | $150,440+10.1% | $136,294+21.5% | $147,584+12.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.41% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $4,148 | $5,256-21.1% | $4,695-11.7% | $4,876-14.9% |
| Participant deferral / active EE | $14,567 | $6,630+119.7% | $6,247+133.2% | $5,439+167.8% |
| Admin fee / account holder | $5,395 | $10,905-50.5% | $9,243-41.6% | $10,885-50.4% |