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 | $75,543 | $88,751-14.9% | $81,812-7.7% | $145,922-48.2% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.3%+6.8pp | 80.3%-1.1pp |
| Annual return | 25.40% | 1025.40%-1000.0pp | 773.79%-748.4pp | 561.29%-535.9pp |
| Employer contribution / active EE | $4,904 | $3,083+59.0% | $2,912+68.4% | $4,660+5.2% |
| Participant deferral / active EE | $10,955 | $4,643+135.9% | $4,319+153.7% | $6,688+63.8% |
| Admin fee / account holder | $6,122 | $8,415-27.3% | $7,386-17.1% | $13,397-54.3% |