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 | $63,451 | $100,852-37.1% | $90,404-29.8% | $158,922-60.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 19.24% | 1724.20%-1705.0pp | 1293.02%-1273.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,254 | $3,689-38.9% | $3,262-30.9% | $4,761-52.7% |
| Participant deferral / active EE | $5,207 | $4,348+19.8% | $3,963+31.4% | $5,982-13.0% |
| Admin fee / account holder | $575 | $6,501-91.1% | $5,611-89.7% | $11,246-94.9% |