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 | $177,537 | $102,604+73.0% | $86,188+106.0% | $139,434+27.3% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.7pp |
| Annual return | 23.94% | 1922.51%-1898.6pp | 1168.45%-1144.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,630 | $3,032-13.3% | $2,380+10.5% | $4,751-44.6% |
| Participant deferral / active EE | $7,298 | $4,676+56.1% | $3,985+83.1% | $6,710+8.8% |
| Admin fee / account holder | $8,858 | $8,657+2.3% | $6,852+29.3% | $11,403-22.3% |