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 | $202,241 | $150,440+34.4% | $136,294+48.4% | $147,584+37.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.10% | 1049.08%-1033.0pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $9,091 | $5,256+73.0% | $4,695+93.6% | $4,876+86.4% |
| Participant deferral / active EE | $6,396 | $6,630-3.5% | $6,247+2.4% | $5,439+17.6% |
| Admin fee / account holder | $1,665 | $10,905-84.7% | $9,243-82.0% | $10,885-84.7% |