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 | $177,764 | $150,440+18.2% | $136,294+30.4% | $147,584+20.4% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 17.58% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,477 | $5,256-71.9% | $4,695-68.5% | $4,876-69.7% |
| Participant deferral / active EE | $3,606 | $6,630-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $6,622 | $10,905-39.3% | $9,243-28.4% | $10,885-39.2% |