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 | $115,070 | $104,486+10.1% | $76,817+49.8% | $152,861-24.7% |
| Participation rate | 91.7% | 76.6%+15.1pp | 72.1%+19.6pp | 82.4%+9.2pp |
| Annual return | 22.81% | 1013.37%-990.6pp | 1166.11%-1143.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,056 | $3,116-34.0% | $2,302-10.7% | $4,762-56.8% |
| Participant deferral / active EE | $5,451 | $4,236+28.7% | $3,336+63.4% | $5,850-6.8% |
| Admin fee / account holder | $1,444 | $12,275-88.2% | $6,420-77.5% | $11,596-87.6% |