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 | $89,610 | $150,440-40.4% | $136,294-34.3% | $147,584-39.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.87% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $15,197 | $5,256+189.1% | $4,695+223.7% | $4,876+211.7% |
| Participant deferral / active EE | $4,955 | $6,630-25.3% | $6,247-20.7% | $5,439-8.9% |
| Admin fee / account holder | $728 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |