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 | $57,047 | $150,440-62.1% | $136,294-58.1% | $147,584-61.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.65% | 1049.08%-1028.4pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,745 | $5,256-47.8% | $4,695-41.5% | $4,876-43.7% |
| Participant deferral / active EE | $4,978 | $6,630-24.9% | $6,247-20.3% | $5,439-8.5% |
| Admin fee / account holder | $1,303 | $10,905-88.1% | $9,243-85.9% | $10,885-88.0% |