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 | $68,153 | $150,440-54.7% | $136,294-50.0% | $147,584-53.8% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 21.08% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,491 | $5,256-33.6% | $4,695-25.7% | $4,876-28.4% |
| Participant deferral / active EE | $8,408 | $6,630+26.8% | $6,247+34.6% | $5,439+54.6% |
| Admin fee / account holder | $3,793 | $10,905-65.2% | $9,243-59.0% | $10,885-65.2% |