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 | $99,822 | $171,865-41.9% | $149,718-33.3% | $147,584-32.4% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 22.99% | 2113.22%-2090.2pp | 1501.63%-1478.6pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,145 | $6,275-65.8% | $5,445-60.6% | $4,876-56.0% |
| Participant deferral / active EE | $6,360 | $7,271-12.5% | $6,569-3.2% | $5,439+16.9% |
| Admin fee / account holder | $1,859 | $13,799-86.5% | $11,283-83.5% | $10,885-82.9% |