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 | $116,465 | $100,852+15.5% | $90,404+28.8% | $158,922-26.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 10.66% | 1724.20%-1713.5pp | 1293.02%-1282.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,579 | $3,689-3.0% | $3,262+9.7% | $4,761-24.8% |
| Participant deferral / active EE | $8,617 | $4,348+98.2% | $3,963+117.4% | $5,982+44.0% |
| Admin fee / account holder | $7,038 | $6,501+8.3% | $5,611+25.4% | $11,246-37.4% |