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 5-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 | $123,516 | $159,901-22.8% | $146,958-16.0% | $145,922-15.4% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 69.21% | 98.13%-28.9pp | 418.34%-349.1pp | 561.29%-492.1pp |
| Employer contribution / active EE | $5,926 | $5,286+12.1% | $4,933+20.1% | $4,660+27.2% |
| Participant deferral / active EE | $9,069 | $8,428+7.6% | $8,070+12.4% | $6,688+35.6% |
| Admin fee / account holder | $5,544 | $15,044-63.1% | $12,998-57.3% | $13,397-58.6% |