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 | $133,619 | $150,440-11.2% | $136,294-2.0% | $147,584-9.5% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 208.72% | 1049.08%-840.4pp | 5155.94%-4947.2pp | 578.55%-369.8pp |
| Employer contribution / active EE | $6,703 | $5,256+27.5% | $4,695+42.8% | $4,876+37.5% |
| Participant deferral / active EE | $12,126 | $6,630+82.9% | $6,247+94.1% | $5,439+123.0% |
| Admin fee / account holder | $1,636 | $10,905-85.0% | $9,243-82.3% | $10,885-85.0% |