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 | $170,610 | $160,055+6.6% | $140,016+21.9% | $135,375+26.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.22% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-527.0pp |
| Employer contribution / active EE | $9,003 | $6,420+40.2% | $5,606+60.6% | $4,779+88.4% |
| Participant deferral / active EE | $6,746 | $7,642-11.7% | $6,927-2.6% | $5,609+20.3% |
| Admin fee / account holder | $340 | $13,328-97.5% | $10,705-96.8% | $10,827-96.9% |