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 | $63,488 | $171,865-63.1% | $149,718-57.6% | $147,584-57.0% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | 14.29% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,399 | $6,275-77.7% | $5,445-74.3% | $4,876-71.3% |
| Participant deferral / active EE | $2,888 | $7,271-60.3% | $6,569-56.0% | $5,439-46.9% |
| Admin fee / account holder | $1,216 | $13,799-91.2% | $11,283-89.2% | $10,885-88.8% |