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 | $111,290 | $150,440-26.0% | $136,294-18.3% | $147,584-24.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.01% | 1049.08%-1037.1pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $3,433 | $5,256-34.7% | $4,695-26.9% | $4,876-29.6% |
| Participant deferral / active EE | $8,657 | $6,630+30.6% | $6,247+38.6% | $5,439+59.2% |
| Admin fee / account holder | $9,979 | $10,905-8.5% | $9,243+8.0% | $10,885-8.3% |