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 | $152,130 | $150,440+1.1% | $136,294+11.6% | $147,584+3.1% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 15.86% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,827 | $5,256-27.2% | $4,695-18.5% | $4,876-21.5% |
| Participant deferral / active EE | $7,192 | $6,630+8.5% | $6,247+15.1% | $5,439+32.2% |
| Admin fee / account holder | $1,063 | $10,905-90.2% | $9,243-88.5% | $10,885-90.2% |