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 | $74,801 | $100,852-25.8% | $90,404-17.3% | $158,922-52.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 15.17% | 1724.20%-1709.0pp | 1293.02%-1277.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,356 | $3,689-9.0% | $3,262+2.9% | $4,761-29.5% |
| Participant deferral / active EE | $9,849 | $4,348+126.5% | $3,963+148.5% | $5,982+64.6% |
| Admin fee / account holder | $12,126 | $6,501+86.5% | $5,611+116.1% | $11,246+7.8% |