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 | $41,606 | $150,440-72.3% | $136,294-69.5% | $147,584-71.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.99% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $5,120 | $5,256-2.6% | $4,695+9.1% | $4,876+5.0% |
| Participant deferral / active EE | $15,448 | $6,630+133.0% | $6,247+147.3% | $5,439+184.0% |
| Admin fee / account holder | $6,606 | $10,905-39.4% | $9,243-28.5% | $10,885-39.3% |