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 | $246,339 | $102,604+140.1% | $86,188+185.8% | $139,434+76.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 27.28% | 1922.51%-1895.2pp | 1168.45%-1141.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $8,333 | $3,032+174.8% | $2,380+250.1% | $4,751+75.4% |
| Participant deferral / active EE | $7,083 | $4,676+51.5% | $3,985+77.7% | $6,710+5.6% |
| Admin fee / account holder | $6,070 | $8,657-29.9% | $6,852-11.4% | $11,403-46.8% |