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 | $170,348 | $150,440+13.2% | $136,294+25.0% | $147,584+15.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 63.68% | 1049.08%-985.4pp | 5155.94%-5092.3pp | 578.55%-514.9pp |
| Employer contribution / active EE | $5,822 | $5,256+10.8% | $4,695+24.0% | $4,876+19.4% |
| Participant deferral / active EE | $5,343 | $6,630-19.4% | $6,247-14.5% | $5,439-1.8% |
| Admin fee / account holder | $11,014 | $10,905+1.0% | $9,243+19.2% | $10,885+1.2% |