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 | $171,174 | $176,662-3.1% | $130,648+31.0% | $152,861+12.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 26.11% | 2692.24%-2666.1pp | 1708.96%-1682.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,626 | $5,742-71.7% | $4,092-60.3% | $4,762-65.8% |
| Participant deferral / active EE | $4,199 | $4,361-3.7% | $3,603+16.5% | $5,850-28.2% |
| Admin fee / account holder | $1,174 | $7,133-83.5% | $5,464-78.5% | $11,596-89.9% |