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 | $157,961 | $171,865-8.1% | $149,718+5.5% | $147,584+7.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 33.95% | 2113.22%-2079.3pp | 1501.63%-1467.7pp | 578.55%-544.6pp |
| Employer contribution / active EE | $13,264 | $6,275+111.4% | $5,445+143.6% | $4,876+172.0% |
| Participant deferral / active EE | $11,257 | $7,271+54.8% | $6,569+71.4% | $5,439+107.0% |
| Admin fee / account holder | $5,361 | $13,799-61.1% | $11,283-52.5% | $10,885-50.7% |