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 | $155,765 | $100,852+54.4% | $90,404+72.3% | $158,922-2.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 19.86% | 1724.20%-1704.3pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,979 | $3,689-19.2% | $3,262-8.7% | $4,761-37.4% |
| Participant deferral / active EE | $5,172 | $4,348+19.0% | $3,963+30.5% | $5,982-13.5% |
| Admin fee / account holder | $4,465 | $6,501-31.3% | $5,611-20.4% | $11,246-60.3% |