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 | $122,422 | $100,852+21.4% | $90,404+35.4% | $158,922-23.0% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.3pp |
| Annual return | 10.77% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,572 | $3,689-57.4% | $3,262-51.8% | $4,761-67.0% |
| Participant deferral / active EE | $3,887 | $4,348-10.6% | $3,963-1.9% | $5,982-35.0% |
| Admin fee / account holder | $842 | $6,501-87.0% | $5,611-85.0% | $11,246-92.5% |