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 | $182,600 | $102,604+78.0% | $86,188+111.9% | $139,434+31.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 19.91% | 1922.51%-1902.6pp | 1168.45%-1148.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,600 | $4,676-44.4% | $3,985-34.8% | $6,710-61.3% |
| Admin fee / account holder | $3,047 | $8,657-64.8% | $6,852-55.5% | $11,403-73.3% |