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 | $106,766 | $150,440-29.0% | $136,294-21.7% | $147,584-27.7% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 13.59% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,072 | $5,256-41.6% | $4,695-34.6% | $4,876-37.0% |
| Participant deferral / active EE | $7,595 | $6,630+14.6% | $6,247+21.6% | $5,439+39.7% |
| Admin fee / account holder | $2,650 | $10,905-75.7% | $9,243-71.3% | $10,885-75.7% |