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 | $228,964 | $171,865+33.2% | $149,718+52.9% | $147,584+55.1% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 12.37% | 2113.22%-2100.8pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $7,461 | $6,275+18.9% | $5,445+37.0% | $4,876+53.0% |
| Participant deferral / active EE | $14,120 | $7,271+94.2% | $6,569+115.0% | $5,439+159.6% |
| Admin fee / account holder | $43,589 | $13,799+215.9% | $11,283+286.3% | $10,885+300.4% |