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 | $236,087 | $171,865+37.4% | $149,718+57.7% | $147,584+60.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.94% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $16,250 | $6,275+159.0% | $5,445+198.5% | $4,876+233.2% |
| Participant deferral / active EE | $13,845 | $7,271+90.4% | $6,569+110.8% | $5,439+154.6% |
| Admin fee / account holder | $25,835 | $13,799+87.2% | $11,283+129.0% | $10,885+137.3% |