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 | $87,081 | $100,852-13.7% | $90,404-3.7% | $158,922-45.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 22.24% | 1724.20%-1702.0pp | 1293.02%-1270.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $353 | $3,689-90.4% | $3,262-89.2% | $4,761-92.6% |
| Participant deferral / active EE | $3,551 | $4,348-18.3% | $3,963-10.4% | $5,982-40.6% |
| Admin fee / account holder | $4,885 | $6,501-24.9% | $5,611-12.9% | $11,246-56.6% |