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 | $28,655 | $150,440-81.0% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 14.71% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $6,825 | $5,256+29.8% | $4,695+45.3% | $4,876+40.0% |
| Participant deferral / active EE | $3,105 | $6,630-53.2% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $1,271 | $10,905-88.3% | $9,243-86.3% | $10,885-88.3% |