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 | $63,114 | $150,440-58.0% | $136,294-53.7% | $147,584-57.2% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 20.37% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $6,140 | $5,256+16.8% | $4,695+30.8% | $4,876+25.9% |
| Participant deferral / active EE | $4,941 | $6,630-25.5% | $6,247-20.9% | $5,439-9.2% |
| Admin fee / account holder | $650 | $10,905-94.0% | $9,243-93.0% | $10,885-94.0% |