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 | $74,944 | $150,440-50.2% | $136,294-45.0% | $147,584-49.2% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 15.48% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,186 | $5,256-58.4% | $4,695-53.5% | $4,876-55.2% |
| Participant deferral / active EE | $3,778 | $6,630-43.0% | $6,247-39.5% | $5,439-30.5% |
| Admin fee / account holder | $1,678 | $10,905-84.6% | $9,243-81.8% | $10,885-84.6% |