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 | $73,067 | $150,440-51.4% | $136,294-46.4% | $147,584-50.5% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 18.60% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,458 | $5,256-34.2% | $4,695-26.3% | $4,876-29.1% |
| Participant deferral / active EE | $6,498 | $6,630-2.0% | $6,247+4.0% | $5,439+19.5% |
| Admin fee / account holder | $20,960 | $10,905+92.2% | $9,243+126.8% | $10,885+92.6% |