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 | $239,734 | $185,200+29.4% | $142,863+67.8% | $167,490+43.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.40% | 8555.70%-8542.3pp | 5637.54%-5624.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,146 | $5,604-61.7% | $4,144-48.2% | $4,837-55.6% |
| Participant deferral / active EE | $7,302 | $4,494+62.5% | $3,837+90.3% | $6,341+15.2% |
| Admin fee / account holder | $8,728 | $8,031+8.7% | $6,560+33.0% | $12,309-29.1% |