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 | $103,399 | $102,604+0.8% | $86,188+20.0% | $139,434-25.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 15.13% | 1922.51%-1907.4pp | 1168.45%-1153.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,968 | $3,032-35.1% | $2,380-17.3% | $4,751-58.6% |
| Participant deferral / active EE | $5,381 | $4,676+15.1% | $3,985+35.0% | $6,710-19.8% |
| Admin fee / account holder | $12,686 | $8,657+46.5% | $6,852+85.2% | $11,403+11.3% |