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 | $116,239 | $100,852+15.3% | $90,404+28.6% | $158,922-26.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.67% | 1724.20%-1697.5pp | 1293.02%-1266.3pp | 302.83%-276.2pp |
| Employer contribution / active EE | $16,337 | $3,689+342.9% | $3,262+400.8% | $4,761+243.1% |
| Participant deferral / active EE | $9,884 | $4,348+127.3% | $3,963+149.4% | $5,982+65.2% |
| Admin fee / account holder | $4,671 | $6,501-28.2% | $5,611-16.8% | $11,246-58.5% |