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 | $81,763 | $88,751-7.9% | $81,812-0.1% | $145,922-44.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 19.07% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $3,583 | $3,083+16.2% | $2,912+23.0% | $4,660-23.1% |
| Participant deferral / active EE | $8,428 | $4,643+81.5% | $4,319+95.1% | $6,688+26.0% |
| Admin fee / account holder | $4,422 | $8,415-47.5% | $7,386-40.1% | $13,397-67.0% |