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 | $107,446 | $84,695+26.9% | $73,843+45.5% | $125,391-14.3% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | -0.60% | 3123.53%-3124.1pp | 2267.84%-2268.4pp | 282.22%-282.8pp |
| Employer contribution / active EE | $4,839 | $3,123+54.9% | $2,787+73.6% | $4,866-0.5% |
| Participant deferral / active EE | $10,639 | $3,992+166.5% | $3,583+196.9% | $5,352+98.8% |
| Admin fee / account holder | $9,566 | $5,691+68.1% | $4,880+96.0% | $9,540+0.3% |