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 | $89,978 | $150,440-40.2% | $136,294-34.0% | $147,584-39.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.35% | 1049.08%-1021.7pp | 5155.94%-5128.6pp | 578.55%-551.2pp |
| Employer contribution / active EE | $2,431 | $5,256-53.7% | $4,695-48.2% | $4,876-50.1% |
| Participant deferral / active EE | $7,500 | $6,630+13.1% | $6,247+20.1% | $5,439+37.9% |
| Admin fee / account holder | $1,106 | $10,905-89.9% | $9,243-88.0% | $10,885-89.8% |