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 9-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 | $126,507 | $150,440-15.9% | $136,294-7.2% | $147,584-14.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.63% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $7,143 | $5,256+35.9% | $4,695+52.1% | $4,876+46.5% |
| Participant deferral / active EE | $4,602 | $6,630-30.6% | $6,247-26.3% | $5,439-15.4% |
| Admin fee / account holder | $7,691 | $10,905-29.5% | $9,243-16.8% | $10,885-29.3% |