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 | $127,889 | $150,440-15.0% | $136,294-6.2% | $147,584-13.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.87% | 1049.08%-1023.2pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $7,644 | $5,256+45.4% | $4,695+62.8% | $4,876+56.8% |
| Participant deferral / active EE | $4,293 | $6,630-35.2% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $1,750 | $10,905-84.0% | $9,243-81.1% | $10,885-83.9% |