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 | $173,262 | $176,662-1.9% | $130,648+32.6% | $152,861+13.3% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 25.34% | 2692.24%-2666.9pp | 1708.96%-1683.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,862 | $5,742-67.6% | $4,092-54.5% | $4,762-60.9% |
| Participant deferral / active EE | $5,420 | $4,361+24.3% | $3,603+50.4% | $5,850-7.4% |
| Admin fee / account holder | $6,899 | $7,133-3.3% | $5,464+26.3% | $11,596-40.5% |