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 | $85,678 | $176,662-51.5% | $130,648-34.4% | $152,861-44.0% |
| Participation rate | 86.7% | 79.0%+7.7pp | 71.7%+14.9pp | 82.4%+4.2pp |
| Annual return | 24.78% | 2692.24%-2667.5pp | 1708.96%-1684.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,595 | $5,742-72.2% | $4,092-61.0% | $4,762-66.5% |
| Participant deferral / active EE | $4,532 | $4,361+3.9% | $3,603+25.8% | $5,850-22.5% |
| Admin fee / account holder | $5,838 | $7,133-18.2% | $5,464+6.8% | $11,596-49.7% |