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 | $133,692 | $150,440-11.1% | $136,294-1.9% | $147,584-9.4% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 23.31% | 1049.08%-1025.8pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,326 | $5,256-55.7% | $4,695-50.5% | $4,876-52.3% |
| Participant deferral / active EE | $4,661 | $6,630-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $27,904 | $10,905+155.9% | $9,243+201.9% | $10,885+156.3% |