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 | $114,124 | $171,865-33.6% | $149,718-23.8% | $147,584-22.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.80% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,549 | $6,275-27.5% | $5,445-16.5% | $4,876-6.7% |
| Participant deferral / active EE | $4,832 | $7,271-33.5% | $6,569-26.4% | $5,439-11.2% |
| Admin fee / account holder | $4,165 | $13,799-69.8% | $11,283-63.1% | $10,885-61.7% |