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 | $151,753 | $150,440+0.9% | $136,294+11.3% | $147,584+2.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.48% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,360 | $5,256-55.1% | $4,695-49.7% | $4,876-51.6% |
| Participant deferral / active EE | $5,543 | $6,630-16.4% | $6,247-11.3% | $5,439+1.9% |
| Admin fee / account holder | $3,822 | $10,905-65.0% | $9,243-58.7% | $10,885-64.9% |