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 | $102,116 | $150,440-32.1% | $136,294-25.1% | $147,584-30.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 10.75% | 1049.08%-1038.3pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,381 | $5,256-35.7% | $4,695-28.0% | $4,876-30.7% |
| Participant deferral / active EE | $6,484 | $6,630-2.2% | $6,247+3.8% | $5,439+19.2% |
| Admin fee / account holder | $10,734 | $10,905-1.6% | $9,243+16.1% | $10,885-1.4% |