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 | $89,552 | $88,751+0.9% | $81,812+9.5% | $145,922-38.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 31.26% | 1025.40%-994.1pp | 773.79%-742.5pp | 561.29%-530.0pp |
| Employer contribution / active EE | $1,698 | $3,083-44.9% | $2,912-41.7% | $4,660-63.6% |
| Participant deferral / active EE | $3,154 | $4,643-32.1% | $4,319-27.0% | $6,688-52.8% |
| Admin fee / account holder | $3,198 | $8,415-62.0% | $7,386-56.7% | $13,397-76.1% |