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 | $91,259 | $97,757-6.6% | $83,848+8.8% | $135,375-32.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 6.31% | 1287.37%-1281.1pp | 850.88%-844.6pp | 519.73%-513.4pp |
| Employer contribution / active EE | $2,427 | $4,222-42.5% | $3,631-33.1% | $4,779-49.2% |
| Participant deferral / active EE | $1,560 | $4,682-66.7% | $4,082-61.8% | $5,609-72.2% |
| Admin fee / account holder | $11,131 | $6,674+66.8% | $5,478+103.2% | $10,827+2.8% |