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 | $70,800 | $100,852-29.8% | $90,404-21.7% | $158,922-55.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 16.76% | 1724.20%-1707.4pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,325 | $3,689-37.0% | $3,262-28.7% | $4,761-51.2% |
| Participant deferral / active EE | $3,566 | $4,348-18.0% | $3,963-10.0% | $5,982-40.4% |
| Admin fee / account holder | $2,234 | $6,501-65.6% | $5,611-60.2% | $11,246-80.1% |