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 | $130,905 | $102,604+27.6% | $86,188+51.9% | $139,434-6.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.81% | 1922.51%-1912.7pp | 1168.45%-1158.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,891 | $3,032-4.7% | $2,380+21.5% | $4,751-39.1% |
| Participant deferral / active EE | $9,069 | $4,676+94.0% | $3,985+127.6% | $6,710+35.2% |
| Admin fee / account holder | $26,383 | $8,657+204.8% | $6,852+285.1% | $11,403+131.4% |