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 | $130,472 | $150,440-13.3% | $136,294-4.3% | $147,584-11.6% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 10.64% | 1049.08%-1038.4pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,127 | $5,256-78.6% | $4,695-76.0% | $4,876-76.9% |
| Participant deferral / active EE | $7,089 | $6,630+6.9% | $6,247+13.5% | $5,439+30.3% |
| Admin fee / account holder | $6,652 | $10,905-39.0% | $9,243-28.0% | $10,885-38.9% |