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 | $217,703 | $150,440+44.7% | $136,294+59.7% | $147,584+47.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.86% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,788 | $5,256-66.0% | $4,695-61.9% | $4,876-63.3% |
| Participant deferral / active EE | $2,433 | $6,630-63.3% | $6,247-61.1% | $5,439-55.3% |
| Admin fee / account holder | $1,016 | $10,905-90.7% | $9,243-89.0% | $10,885-90.7% |