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 | $83,770 | $57,281+46.2% | $86,612-3.3% | $75,163+11.5% |
| Participation rate | 84.0% | 63.2%+20.8pp | 71.7%+12.3pp | 67.2%+16.8pp |
| Annual return | 28.85% | 2670.75%-2641.9pp | 591.07%-562.2pp | 160.62%-131.8pp |
| Employer contribution / active EE | $4,586 | $2,314+98.1% | $3,022+51.7% | $2,670+71.8% |
| Participant deferral / active EE | $10,337 | $3,318+211.6% | $4,438+132.9% | $4,125+150.6% |
| Admin fee / account holder | $5,846 | $4,112+42.2% | $5,614+4.1% | $5,651+3.4% |