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 | $131,938 | $171,865-23.2% | $149,718-11.9% | $147,584-10.6% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 12.33% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $4,252 | $6,275-32.2% | $5,445-21.9% | $4,876-12.8% |
| Participant deferral / active EE | $8,354 | $7,271+14.9% | $6,569+27.2% | $5,439+53.6% |
| Admin fee / account holder | $1,827 | $13,799-86.8% | $11,283-83.8% | $10,885-83.2% |