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 | $94,586 | $102,604-7.8% | $86,188+9.7% | $139,434-32.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 10.85% | 1922.51%-1911.7pp | 1168.45%-1157.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,366 | $3,032-22.0% | $2,380-0.6% | $4,751-50.2% |
| Participant deferral / active EE | $5,832 | $4,676+24.7% | $3,985+46.3% | $6,710-13.1% |
| Admin fee / account holder | $1,107 | $8,657-87.2% | $6,852-83.8% | $11,403-90.3% |