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 | $116,670 | $150,440-22.4% | $136,294-14.4% | $147,584-20.9% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 17.89% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,185 | $5,256-58.4% | $4,695-53.5% | $4,876-55.2% |
| Participant deferral / active EE | $5,908 | $6,630-10.9% | $6,247-5.4% | $5,439+8.6% |
| Admin fee / account holder | $2,409 | $10,905-77.9% | $9,243-73.9% | $10,885-77.9% |