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 | $59,531 | $150,440-60.4% | $136,294-56.3% | $147,584-59.7% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 20.93% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,652 | $5,256-49.5% | $4,695-43.5% | $4,876-45.6% |
| Participant deferral / active EE | $6,729 | $6,630+1.5% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $2,214 | $10,905-79.7% | $9,243-76.0% | $10,885-79.7% |