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 | $145,924 | $88,751+64.4% | $81,812+78.4% | $145,9220% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.35% | 1025.40%-1006.1pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $5,576 | $3,083+80.9% | $2,912+91.5% | $4,660+19.7% |
| Participant deferral / active EE | $3,251 | $4,643-30.0% | $4,319-24.7% | $6,688-51.4% |
| Admin fee / account holder | $13,330 | $8,415+58.4% | $7,386+80.5% | $13,397-0.5% |