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 | $156,272 | $88,751+76.1% | $81,812+91.0% | $145,922+7.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.21% | 1025.40%-1005.2pp | 773.79%-753.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $5,319 | $3,083+72.5% | $2,912+82.6% | $4,660+14.1% |
| Participant deferral / active EE | $2,543 | $4,643-45.2% | $4,319-41.1% | $6,688-62.0% |
| Admin fee / account holder | $20,240 | $8,415+140.5% | $7,386+174.0% | $13,397+51.1% |