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 | $101,430 | $100,852+0.6% | $90,404+12.2% | $158,922-36.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 16.76% | 1724.20%-1707.4pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,674 | $3,689+53.8% | $3,262+73.9% | $4,761+19.2% |
| Participant deferral / active EE | $11,202 | $4,348+157.6% | $3,963+182.6% | $5,982+87.3% |
| Admin fee / account holder | $54,089 | $6,501+732.0% | $5,611+864.0% | $11,246+381.0% |