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 | $59,385 | $150,440-60.5% | $136,294-56.4% | $147,584-59.8% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 15.29% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,241 | $5,256-57.4% | $4,695-52.3% | $4,876-54.0% |
| Participant deferral / active EE | $8,122 | $6,630+22.5% | $6,247+30.0% | $5,439+49.3% |
| Admin fee / account holder | $888 | $10,905-91.9% | $9,243-90.4% | $10,885-91.8% |