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 | $246,740 | $176,662+39.7% | $130,648+88.9% | $152,861+61.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 6.64% | 2692.24%-2685.6pp | 1708.96%-1702.3pp | 345.32%-338.7pp |
| Employer contribution / active EE | $2,735 | $5,742-52.4% | $4,092-33.1% | $4,762-42.6% |
| Participant deferral / active EE | $7,049 | $4,361+61.6% | $3,603+95.6% | $5,850+20.5% |
| Admin fee / account holder | $687 | $7,133-90.4% | $5,464-87.4% | $11,596-94.1% |