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 | $139,693 | $150,440-7.1% | $136,294+2.5% | $147,584-5.3% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 22.09% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $21,858 | $5,256+315.9% | $4,695+365.5% | $4,876+348.2% |
| Participant deferral / active EE | $5,747 | $6,630-13.3% | $6,247-8.0% | $5,439+5.7% |
| Admin fee / account holder | $4,120 | $10,905-62.2% | $9,243-55.4% | $10,885-62.2% |