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 | $135,100 | $150,440-10.2% | $136,294-0.9% | $147,584-8.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.21% | 1049.08%-1026.9pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $6,988 | $5,256+33.0% | $4,695+48.8% | $4,876+43.3% |
| Participant deferral / active EE | $7,607 | $6,630+14.7% | $6,247+21.8% | $5,439+39.9% |
| Admin fee / account holder | $88,298 | $10,905+709.7% | $9,243+855.3% | $10,885+711.2% |