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 | $120,043 | $60,124+99.7% | $90,404+32.8% | $79,858+50.3% |
| Participation rate | 84.0% | 65.0%+19.0pp | 72.7%+11.3pp | 69.6%+14.4pp |
| Annual return | 13.47% | 71.94%-58.5pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,051 | $2,068+47.5% | $3,262-6.5% | $2,471+23.5% |
| Participant deferral / active EE | $5,372 | $2,938+82.8% | $3,963+35.6% | $3,740+43.6% |
| Admin fee / account holder | $571 | $3,976-85.6% | $5,611-89.8% | $5,306-89.2% |