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 | $131,075 | $100,852+30.0% | $90,404+45.0% | $158,922-17.5% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.7%+9.7pp | 82.0%+0.4pp |
| Annual return | 11.33% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,943 | $3,689-47.3% | $3,262-40.4% | $4,761-59.2% |
| Participant deferral / active EE | $3,685 | $4,348-15.2% | $3,963-7.0% | $5,982-38.4% |
| Admin fee / account holder | $11,354 | $6,501+74.6% | $5,611+102.4% | $11,246+1.0% |