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 | $89,045 | $100,852-11.7% | $90,404-1.5% | $158,922-44.0% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 14.96% | 1724.20%-1709.2pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,828 | $3,689-50.4% | $3,262-44.0% | $4,761-61.6% |
| Participant deferral / active EE | $3,086 | $4,348-29.0% | $3,963-22.1% | $5,982-48.4% |
| Admin fee / account holder | $15,332 | $6,501+135.8% | $5,611+173.3% | $11,246+36.3% |