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 | $83,463 | $100,852-17.2% | $90,404-7.7% | $158,922-47.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 26.88% | 1724.20%-1697.3pp | 1293.02%-1266.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $3,071 | $3,689-16.7% | $3,262-5.8% | $4,761-35.5% |
| Participant deferral / active EE | $7,087 | $4,348+63.0% | $3,963+78.8% | $5,982+18.5% |
| Admin fee / account holder | $642 | $6,501-90.1% | $5,611-88.6% | $11,246-94.3% |