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 | $116,868 | $100,852+15.9% | $90,404+29.3% | $158,922-26.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 10.46% | 1724.20%-1713.7pp | 1293.02%-1282.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,232 | $3,689-66.6% | $3,262-62.2% | $4,761-74.1% |
| Participant deferral / active EE | $3,542 | $4,348-18.5% | $3,963-10.6% | $5,982-40.8% |
| Admin fee / account holder | $561 | $6,501-91.4% | $5,611-90.0% | $11,246-95.0% |