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 | $59,868 | $150,440-60.2% | $136,294-56.1% | $147,584-59.4% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 18.67% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,610 | $5,256-31.3% | $4,695-23.1% | $4,876-26.0% |
| Participant deferral / active EE | $7,759 | $6,630+17.0% | $6,247+24.2% | $5,439+42.7% |
| Admin fee / account holder | $4,089 | $10,905-62.5% | $9,243-55.8% | $10,885-62.4% |