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 | $41,084 | $150,440-72.7% | $136,294-69.9% | $147,584-72.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.30% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,665 | $5,256-30.3% | $4,695-21.9% | $4,876-24.8% |
| Participant deferral / active EE | $7,236 | $6,630+9.1% | $6,247+15.8% | $5,439+33.0% |
| Admin fee / account holder | $957 | $10,905-91.2% | $9,243-89.6% | $10,885-91.2% |