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 | $109,789 | $100,852+8.9% | $90,404+21.4% | $158,922-30.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.86% | 1724.20%-1716.3pp | 1293.02%-1285.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,386 | $3,689-62.4% | $3,262-57.5% | $4,761-70.9% |
| Participant deferral / active EE | $7,396 | $4,348+70.1% | $3,963+86.6% | $5,982+23.6% |
| Admin fee / account holder | $1,332 | $6,501-79.5% | $5,611-76.3% | $11,246-88.2% |