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 | $49,583 | $150,440-67.0% | $136,294-63.6% | $147,584-66.4% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 11.09% | 1049.08%-1038.0pp | 5155.94%-5144.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,641 | $5,256-68.8% | $4,695-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $3,915 | $6,630-41.0% | $6,247-37.3% | $5,439-28.0% |
| Admin fee / account holder | $880 | $10,905-91.9% | $9,243-90.5% | $10,885-91.9% |