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 | $98,182 | $150,440-34.7% | $136,294-28.0% | $147,584-33.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.26% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,243 | $5,256-57.3% | $4,695-52.2% | $4,876-54.0% |
| Participant deferral / active EE | $3,052 | $6,630-54.0% | $6,247-51.2% | $5,439-43.9% |
| Admin fee / account holder | $9,927 | $10,905-9.0% | $9,243+7.4% | $10,885-8.8% |