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 | $84,114 | $70,587+19.2% | $124,672-32.5% | $85,850-2.0% |
| Participation rate | 83.9% | 64.4%+19.5pp | 74.6%+9.3pp | 69.3%+14.6pp |
| Annual return | 30.03% | 20688.83%-20658.8pp | 5142.93%-5112.9pp | 318.53%-288.5pp |
| Employer contribution / active EE | $541 | $1,913-71.7% | $3,324-83.7% | $2,565-78.9% |
| Participant deferral / active EE | $3,048 | $2,969+2.7% | $4,614-33.9% | $3,952-22.9% |
| Admin fee / account holder | $10,365 | $5,282+96.2% | $7,493+38.3% | $6,260+65.6% |