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 | $104,198 | $150,440-30.7% | $136,294-23.5% | $147,584-29.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.01% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,136 | $5,256-78.4% | $4,695-75.8% | $4,876-76.7% |
| Participant deferral / active EE | $3,339 | $6,630-49.6% | $6,247-46.5% | $5,439-38.6% |
| Admin fee / account holder | $2,399 | $10,905-78.0% | $9,243-74.0% | $10,885-78.0% |