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 | $86,400 | $97,757-11.6% | $83,848+3.0% | $135,375-36.2% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | 10.27% | 1287.37%-1277.1pp | 850.88%-840.6pp | 519.73%-509.5pp |
| Employer contribution / active EE | $2,410 | $4,222-42.9% | $3,631-33.6% | $4,779-49.6% |
| Participant deferral / active EE | $5,538 | $4,682+18.3% | $4,082+35.7% | $5,609-1.3% |
| Admin fee / account holder | $1,594 | $6,674-76.1% | $5,478-70.9% | $10,827-85.3% |