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 | $96,375 | $57,281+68.2% | $86,612+11.3% | $75,163+28.2% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+18.0pp | 67.2%+22.5pp |
| Annual return | 18.69% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,912 | $2,314+25.8% | $3,022-3.6% | $2,670+9.1% |
| Participant deferral / active EE | $7,667 | $3,318+131.1% | $4,438+72.8% | $4,125+85.9% |
| Admin fee / account holder | $1,183 | $4,112-71.2% | $5,614-78.9% | $5,651-79.1% |