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 | $113,685 | $100,852+12.7% | $90,404+25.8% | $158,922-28.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.96% | 1724.20%-1708.2pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,575 | $3,689-3.1% | $3,262+9.6% | $4,761-24.9% |
| Participant deferral / active EE | $3,989 | $4,348-8.2% | $3,963+0.7% | $5,982-33.3% |
| Admin fee / account holder | $2,226 | $6,501-65.8% | $5,611-60.3% | $11,246-80.2% |