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 | $141,298 | $171,865-17.8% | $149,718-5.6% | $147,584-4.3% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 17.34% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,434 | $6,275-29.3% | $5,445-18.6% | $4,876-9.1% |
| Participant deferral / active EE | $8,264 | $7,271+13.7% | $6,569+25.8% | $5,439+52.0% |
| Admin fee / account holder | $20,138 | $13,799+45.9% | $11,283+78.5% | $10,885+85.0% |