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 | $105,066 | $150,440-30.2% | $136,294-22.9% | $147,584-28.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.92% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $6,753 | $5,256+28.5% | $4,695+43.8% | $4,876+38.5% |
| Participant deferral / active EE | $4,328 | $6,630-34.7% | $6,247-30.7% | $5,439-20.4% |
| Admin fee / account holder | $458 | $10,905-95.8% | $9,243-95.0% | $10,885-95.8% |