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 | $140,912 | $150,440-6.3% | $136,294+3.4% | $147,584-4.5% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 18.39% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $19,029 | $5,256+262.0% | $4,695+305.3% | $4,876+290.2% |
| Participant deferral / active EE | $11,136 | $6,630+68.0% | $6,247+78.3% | $5,439+104.8% |
| Admin fee / account holder | $698 | $10,905-93.6% | $9,243-92.5% | $10,885-93.6% |