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 | $208,280 | $171,865+21.2% | $149,718+39.1% | $147,584+41.1% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 14.92% | 2113.22%-2098.3pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,225 | $6,275-48.6% | $5,445-40.8% | $4,876-33.9% |
| Participant deferral / active EE | $5,268 | $7,271-27.5% | $6,569-19.8% | $5,439-3.1% |
| Admin fee / account holder | $5,028 | $13,799-63.6% | $11,283-55.4% | $10,885-53.8% |