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 | $92,576 | $96,305-3.9% | $80,569+14.9% | $139,434-33.6% |
| Participation rate | 86.4% | 73.6%+12.7pp | 67.0%+19.4pp | 80.3%+6.0pp |
| Annual return | 18.32% | 1350.08%-1331.8pp | 935.43%-917.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,426 | $3,262-25.6% | $2,723-10.9% | $4,751-48.9% |
| Participant deferral / active EE | $9,656 | $5,232+84.6% | $4,447+117.1% | $6,710+43.9% |
| Admin fee / account holder | $5,181 | $6,599-21.5% | $5,377-3.7% | $11,403-54.6% |