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 | $106,449 | $109,817-3.1% | $98,442+8.1% | $167,490-36.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 13.65% | 1956.69%-1943.0pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,661 | $3,224+106.6% | $2,960+125.0% | $4,837+37.7% |
| Participant deferral / active EE | $15,433 | $4,673+230.2% | $4,276+260.9% | $6,341+143.4% |
| Admin fee / account holder | $1,158 | $6,753-82.8% | $5,949-80.5% | $12,309-90.6% |