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 | $64,825 | $150,440-56.9% | $136,294-52.4% | $147,584-56.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.07% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $5,226 | $5,256-0.6% | $4,695+11.3% | $4,876+7.2% |
| Participant deferral / active EE | $13,900 | $6,630+109.6% | $6,247+122.5% | $5,439+155.6% |
| Admin fee / account holder | $4,860 | $10,905-55.4% | $9,243-47.4% | $10,885-55.3% |