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 | $148,057 | $150,440-1.6% | $136,294+8.6% | $147,584+0.3% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 13.77% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,866 | $5,256-64.5% | $4,695-60.3% | $4,876-61.7% |
| Participant deferral / active EE | $5,842 | $6,630-11.9% | $6,247-6.5% | $5,439+7.4% |
| Admin fee / account holder | $1,998 | $10,905-81.7% | $9,243-78.4% | $10,885-81.6% |