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 | $41,654 | $150,440-72.3% | $136,294-69.4% | $147,584-71.8% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 17.80% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $6,287 | $5,256+19.6% | $4,695+33.9% | $4,876+28.9% |
| Participant deferral / active EE | $5,863 | $6,630-11.6% | $6,247-6.2% | $5,439+7.8% |
| Admin fee / account holder | $353 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |