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 | $88,051 | $109,817-19.8% | $98,442-10.6% | $167,490-47.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 23.58% | 1956.69%-1933.1pp | 1492.73%-1469.1pp | 478.56%-455.0pp |
| Employer contribution / active EE | $3,715 | $3,224+15.2% | $2,960+25.5% | $4,837-23.2% |
| Participant deferral / active EE | $12,141 | $4,673+159.8% | $4,276+183.9% | $6,341+91.5% |
| Admin fee / account holder | $797 | $6,753-88.2% | $5,949-86.6% | $12,309-93.5% |