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 | $106,327 | $150,440-29.3% | $136,294-22.0% | $147,584-28.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.82% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $6,079 | $5,256+15.7% | $4,695+29.5% | $4,876+24.7% |
| Participant deferral / active EE | $7,307 | $6,630+10.2% | $6,247+17.0% | $5,439+34.3% |
| Admin fee / account holder | $15,921 | $10,905+46.0% | $9,243+72.2% | $10,885+46.3% |