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 | $117,360 | $100,852+16.4% | $90,404+29.8% | $158,922-26.2% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 20.70% | 1724.20%-1703.5pp | 1293.02%-1272.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $4,250 | $3,689+15.2% | $3,262+30.3% | $4,761-10.7% |
| Participant deferral / active EE | $7,523 | $4,348+73.0% | $3,963+89.8% | $5,982+25.8% |
| Admin fee / account holder | $5,050 | $6,501-22.3% | $5,611-10.0% | $11,246-55.1% |