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 | $69,523 | $150,440-53.8% | $136,294-49.0% | $147,584-52.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 219.90% | 1049.08%-829.2pp | 5155.94%-4936.0pp | 578.55%-358.6pp |
| Employer contribution / active EE | $3,242 | $5,256-38.3% | $4,695-30.9% | $4,876-33.5% |
| Participant deferral / active EE | $6,903 | $6,630+4.1% | $6,247+10.5% | $5,439+26.9% |
| Admin fee / account holder | $331 | $10,905-97.0% | $9,243-96.4% | $10,885-97.0% |