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 | $147,859 | $171,865-14.0% | $149,718-1.2% | $147,584+0.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.76% | 2113.22%-2102.5pp | 1501.63%-1490.9pp | 578.55%-567.8pp |
| Employer contribution / active EE | $8,843 | $6,275+40.9% | $5,445+62.4% | $4,876+81.3% |
| Participant deferral / active EE | $9,508 | $7,271+30.8% | $6,569+44.7% | $5,439+74.8% |
| Admin fee / account holder | $2,372 | $13,799-82.8% | $11,283-79.0% | $10,885-78.2% |