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 | $119,515 | $100,852+18.5% | $90,404+32.2% | $158,922-24.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 9.90% | 1724.20%-1714.3pp | 1293.02%-1283.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,932 | $3,689-47.6% | $3,262-40.8% | $4,761-59.4% |
| Participant deferral / active EE | $7,860 | $4,348+80.8% | $3,963+98.3% | $5,982+31.4% |
| Admin fee / account holder | $4,855 | $6,501-25.3% | $5,611-13.5% | $11,246-56.8% |