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 | $141,187 | $171,865-17.9% | $149,718-5.7% | $147,584-4.3% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 26.64% | 2113.22%-2086.6pp | 1501.63%-1475.0pp | 578.55%-551.9pp |
| Employer contribution / active EE | $4,016 | $6,275-36.0% | $5,445-26.2% | $4,876-17.6% |
| Participant deferral / active EE | $6,891 | $7,271-5.2% | $6,569+4.9% | $5,439+26.7% |
| Admin fee / account holder | $788 | $13,799-94.3% | $11,283-93.0% | $10,885-92.8% |