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 | $218,034 | $150,440+44.9% | $136,294+60.0% | $147,584+47.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.45% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $10,545 | $5,256+100.6% | $4,695+124.6% | $4,876+116.3% |
| Participant deferral / active EE | $6,489 | $6,630-2.1% | $6,247+3.9% | $5,439+19.3% |
| Admin fee / account holder | $4,141 | $10,905-62.0% | $9,243-55.2% | $10,885-62.0% |