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 | $131,136 | $150,440-12.8% | $136,294-3.8% | $147,584-11.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 13.53% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,963 | $5,256-43.6% | $4,695-36.9% | $4,876-39.2% |
| Participant deferral / active EE | $4,163 | $6,630-37.2% | $6,247-33.4% | $5,439-23.5% |
| Admin fee / account holder | $5,517 | $10,905-49.4% | $9,243-40.3% | $10,885-49.3% |