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 | $236,161 | $150,440+57.0% | $136,294+73.3% | $147,584+60.0% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.50% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,505 | $5,256-33.3% | $4,695-25.4% | $4,876-28.1% |
| Participant deferral / active EE | $9,263 | $6,630+39.7% | $6,247+48.3% | $5,439+70.3% |
| Admin fee / account holder | $7,285 | $10,905-33.2% | $9,243-21.2% | $10,885-33.1% |