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 | $55,478 | $88,751-37.5% | $81,812-32.2% | $145,922-62.0% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 40.87% | 1025.40%-984.5pp | 773.79%-732.9pp | 561.29%-520.4pp |
| Employer contribution / active EE | $3,536 | $3,083+14.7% | $2,912+21.4% | $4,660-24.1% |
| Participant deferral / active EE | $3,536 | $4,643-23.8% | $4,319-18.1% | $6,688-47.1% |
| Admin fee / account holder | $3,243 | $8,415-61.5% | $7,386-56.1% | $13,397-75.8% |