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 | $29,612 | $150,440-80.3% | $136,294-78.3% | $147,584-79.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.89% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,458 | $5,256-72.3% | $4,695-69.0% | $4,876-70.1% |
| Participant deferral / active EE | $3,254 | $6,630-50.9% | $6,247-47.9% | $5,439-40.2% |
| Admin fee / account holder | $3,229 | $10,905-70.4% | $9,243-65.1% | $10,885-70.3% |