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 | $77,270 | $150,440-48.6% | $136,294-43.3% | $147,584-47.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 12.66% | 1049.08%-1036.4pp | 5155.94%-5143.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,309 | $5,256-75.1% | $4,695-72.1% | $4,876-73.1% |
| Participant deferral / active EE | $5,519 | $6,630-16.8% | $6,247-11.7% | $5,439+1.5% |
| Admin fee / account holder | $1,008 | $10,905-90.8% | $9,243-89.1% | $10,885-90.7% |