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 | $151,636 | $150,440+0.8% | $136,294+11.3% | $147,584+2.7% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 15.79% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,180 | $5,256-39.5% | $4,695-32.3% | $4,876-34.8% |
| Participant deferral / active EE | $6,880 | $6,630+3.8% | $6,247+10.1% | $5,439+26.5% |
| Admin fee / account holder | $6,525 | $10,905-40.2% | $9,243-29.4% | $10,885-40.1% |