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 | $139,745 | $100,852+38.6% | $90,404+54.6% | $158,922-12.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.40% | 1724.20%-1713.8pp | 1293.02%-1282.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,574 | $3,689-57.3% | $3,262-51.7% | $4,761-66.9% |
| Participant deferral / active EE | $3,308 | $4,348-23.9% | $3,963-16.5% | $5,982-44.7% |
| Admin fee / account holder | $5,306 | $6,501-18.4% | $5,611-5.4% | $11,246-52.8% |