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 | $125,481 | $150,440-16.6% | $136,294-7.9% | $147,584-15.0% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 19.75% | 1049.08%-1029.3pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $8,943 | $5,256+70.2% | $4,695+90.5% | $4,876+83.4% |
| Participant deferral / active EE | $7,375 | $6,630+11.2% | $6,247+18.1% | $5,439+35.6% |
| Admin fee / account holder | $13,357 | $10,905+22.5% | $9,243+44.5% | $10,885+22.7% |