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 | $224,827 | $150,440+49.4% | $136,294+65.0% | $147,584+52.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 12.35% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $11,749 | $5,256+123.5% | $4,695+150.2% | $4,876+140.9% |
| Participant deferral / active EE | $10,402 | $6,630+56.9% | $6,247+66.5% | $5,439+91.3% |
| Admin fee / account holder | $6,735 | $10,905-38.2% | $9,243-27.1% | $10,885-38.1% |