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 | $117,328 | $102,604+14.4% | $86,188+36.1% | $139,434-15.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 13.24% | 1922.51%-1909.3pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,576 | $3,032-48.0% | $2,380-33.8% | $4,751-66.8% |
| Participant deferral / active EE | $2,966 | $4,676-36.6% | $3,985-25.6% | $6,710-55.8% |
| Admin fee / account holder | $7,813 | $8,657-9.7% | $6,852+14.0% | $11,403-31.5% |