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 | $74,313 | $202,318-63.3% | $172,739-57.0% | $152,861-51.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 13.46% | 1029.65%-1016.2pp | 802.84%-789.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $4,211 | $5,856-28.1% | $5,143-18.1% | $4,762-11.6% |
| Participant deferral / active EE | $3,755 | $5,948-36.9% | $5,198-27.8% | $5,850-35.8% |
| Admin fee / account holder | $11,095 | $17,109-35.1% | $13,954-20.5% | $11,596-4.3% |