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 | $246,355 | $171,865+43.3% | $149,718+64.5% | $147,584+66.9% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 11.67% | 2113.22%-2101.5pp | 1501.63%-1490.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,945 | $6,275-37.1% | $5,445-27.6% | $4,876-19.1% |
| Participant deferral / active EE | $7,505 | $7,271+3.2% | $6,569+14.2% | $5,439+38.0% |
| Admin fee / account holder | $407 | $13,799-97.0% | $11,283-96.4% | $10,885-96.3% |