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 | $144,537 | $150,440-3.9% | $136,294+6.0% | $147,584-2.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 20.63% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,538 | $5,256-70.7% | $4,695-67.2% | $4,876-68.5% |
| Participant deferral / active EE | $5,408 | $6,630-18.4% | $6,247-13.4% | $5,439-0.6% |
| Admin fee / account holder | $4,170 | $10,905-61.8% | $9,243-54.9% | $10,885-61.7% |