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 | $98,354 | $100,852-2.5% | $90,404+8.8% | $158,922-38.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 9.22% | 1724.20%-1715.0pp | 1293.02%-1283.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $6,196 | $3,689+68.0% | $3,262+90.0% | $4,761+30.1% |
| Participant deferral / active EE | $6,221 | $4,348+43.1% | $3,963+57.0% | $5,982+4.0% |
| Admin fee / account holder | $4,315 | $6,501-33.6% | $5,611-23.1% | $11,246-61.6% |