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 | $45,169 | $150,440-70.0% | $136,294-66.9% | $147,584-69.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.28% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,285 | $5,256-37.5% | $4,695-30.0% | $4,876-32.6% |
| Participant deferral / active EE | $9,050 | $6,630+36.5% | $6,247+44.9% | $5,439+66.4% |
| Admin fee / account holder | $4,376 | $10,905-59.9% | $9,243-52.7% | $10,885-59.8% |