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 | $100,224 | $150,440-33.4% | $136,294-26.5% | $147,584-32.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.69% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $38,399 | $5,256+630.6% | $4,695+717.8% | $4,876+687.5% |
| Participant deferral / active EE | $11,052 | $6,630+66.7% | $6,247+76.9% | $5,439+103.2% |
| Admin fee / account holder | $2,194 | $10,905-79.9% | $9,243-76.3% | $10,885-79.8% |