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 | $108,137 | $150,440-28.1% | $136,294-20.7% | $147,584-26.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.05% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,839 | $5,256-46.0% | $4,695-39.5% | $4,876-41.8% |
| Participant deferral / active EE | $5,975 | $6,630-9.9% | $6,247-4.4% | $5,439+9.9% |
| Admin fee / account holder | $23,259 | $10,905+113.3% | $9,243+151.6% | $10,885+113.7% |