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 8-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 | $87,183 | $88,751-1.8% | $81,812+6.6% | $145,922-40.3% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 22.08% | 1025.40%-1003.3pp | 773.79%-751.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $3,160 | $3,083+2.5% | $2,912+8.5% | $4,660-32.2% |
| Participant deferral / active EE | $7,013 | $4,643+51.0% | $4,319+62.4% | $6,688+4.9% |
| Admin fee / account holder | $4,405 | $8,415-47.6% | $7,386-40.4% | $13,397-67.1% |