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 | $87,629 | $100,852-13.1% | $90,404-3.1% | $158,922-44.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.18% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,722 | $3,689-53.3% | $3,262-47.2% | $4,761-63.8% |
| Participant deferral / active EE | $4,833 | $4,348+11.2% | $3,963+22.0% | $5,982-19.2% |
| Admin fee / account holder | $14,763 | $6,501+127.1% | $5,611+163.1% | $11,246+31.3% |