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 | $57,086 | $150,440-62.1% | $136,294-58.1% | $147,584-61.3% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 20.50% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $5,565 | $5,256+5.9% | $4,695+18.5% | $4,876+14.1% |
| Participant deferral / active EE | $12,397 | $6,630+87.0% | $6,247+98.4% | $5,439+127.9% |
| Admin fee / account holder | $1,866 | $10,905-82.9% | $9,243-79.8% | $10,885-82.9% |