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 | $54,024 | $150,440-64.1% | $136,294-60.4% | $147,584-63.4% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 20.20% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,612 | $5,256-50.3% | $4,695-44.4% | $4,876-46.4% |
| Participant deferral / active EE | $5,334 | $6,630-19.5% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $1,458 | $10,905-86.6% | $9,243-84.2% | $10,885-86.6% |