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 | $150,310 | $100,852+49.0% | $90,404+66.3% | $158,922-5.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.50% | 1724.20%-1712.7pp | 1293.02%-1281.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,561 | $3,689-30.6% | $3,262-21.5% | $4,761-46.2% |
| Participant deferral / active EE | $7,296 | $4,348+67.8% | $3,963+84.1% | $5,982+22.0% |
| Admin fee / account holder | $969 | $6,501-85.1% | $5,611-82.7% | $11,246-91.4% |