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 | $150,744 | $135,635+11.1% | $110,238+36.7% | $135,375+11.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.53% | 513.19%-512.7pp | 314.74%-314.2pp | 519.73%-519.2pp |
| Employer contribution / active EE | $6,389 | $4,906+30.2% | $3,826+67.0% | $4,779+33.7% |
| Participant deferral / active EE | $6,121 | $5,506+11.2% | $4,672+31.0% | $5,609+9.1% |
| Admin fee / account holder | $2,403 | $11,457-79.0% | $8,547-71.9% | $10,827-77.8% |