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 | $161,150 | $150,440+7.1% | $136,294+18.2% | $147,584+9.2% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 18.93% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $6,114 | $5,256+16.3% | $4,695+30.2% | $4,876+25.4% |
| Participant deferral / active EE | $8,524 | $6,630+28.6% | $6,247+36.4% | $5,439+56.7% |
| Admin fee / account holder | $10,483 | $10,905-3.9% | $9,243+13.4% | $10,885-3.7% |