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 | $101,769 | $99,020+2.8% | $86,590+17.5% | $147,584-31.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.27% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,422 | $3,132-22.7% | $2,839-14.7% | $4,876-50.3% |
| Participant deferral / active EE | $3,089 | $3,972-22.2% | $3,609-14.4% | $5,439-43.2% |
| Admin fee / account holder | $1,382 | $5,710-75.8% | $4,906-71.8% | $10,885-87.3% |