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 | $121,760 | $156,846-22.4% | $121,098+0.5% | $139,434-12.7% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 16.23% | 1474.56%-1458.3pp | 985.75%-969.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,337 | $5,536-57.8% | $4,164-43.9% | $4,751-50.8% |
| Participant deferral / active EE | $8,862 | $4,844+82.9% | $4,080+117.2% | $6,710+32.1% |
| Admin fee / account holder | $992 | $6,946-85.7% | $5,644-82.4% | $11,403-91.3% |