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 | $124,078 | $150,440-17.5% | $136,294-9.0% | $147,584-15.9% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 13.97% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $8,979 | $5,256+70.8% | $4,695+91.2% | $4,876+84.1% |
| Participant deferral / active EE | $2,266 | $6,630-65.8% | $6,247-63.7% | $5,439-58.3% |
| Admin fee / account holder | $1,989 | $10,905-81.8% | $9,243-78.5% | $10,885-81.7% |