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 | $243,250 | $150,440+61.7% | $136,294+78.5% | $147,584+64.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.83% | 1049.08%-1037.3pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $9,062 | $5,256+72.4% | $4,695+93.0% | $4,876+85.8% |
| Participant deferral / active EE | $9,515 | $6,630+43.5% | $6,247+52.3% | $5,439+74.9% |
| Admin fee / account holder | $8,666 | $10,905-20.5% | $9,243-6.3% | $10,885-20.4% |