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 | $106,992 | $171,865-37.7% | $149,718-28.5% | $147,584-27.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 42.22% | 2113.22%-2071.0pp | 1501.63%-1459.4pp | 578.55%-536.3pp |
| Employer contribution / active EE | $5,152 | $6,275-17.9% | $5,445-5.4% | $4,876+5.6% |
| Participant deferral / active EE | $11,118 | $7,271+52.9% | $6,569+69.2% | $5,439+104.4% |
| Admin fee / account holder | $637 | $13,799-95.4% | $11,283-94.4% | $10,885-94.2% |