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 | $114,703 | $104,486+9.8% | $76,817+49.3% | $152,861-25.0% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 9.34% | 1013.37%-1004.0pp | 1166.11%-1156.8pp | 345.32%-336.0pp |
| Employer contribution / active EE | $2,519 | $3,116-19.1% | $2,302+9.4% | $4,762-47.1% |
| Participant deferral / active EE | $6,654 | $4,236+57.1% | $3,336+99.5% | $5,850+13.7% |
| Admin fee / account holder | $954 | $12,275-92.2% | $6,420-85.1% | $11,596-91.8% |