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 | $131,443 | $100,852+30.3% | $90,404+45.4% | $158,922-17.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 12.17% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,271 | $3,689-38.4% | $3,262-30.4% | $4,761-52.3% |
| Participant deferral / active EE | $4,928 | $4,348+13.3% | $3,963+24.3% | $5,982-17.6% |
| Admin fee / account holder | $5,859 | $6,501-9.9% | $5,611+4.4% | $11,246-47.9% |