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 | $166,234 | $109,817+51.4% | $98,442+68.9% | $167,490-0.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 11.28% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,145 | $3,224-2.4% | $2,960+6.3% | $4,837-35.0% |
| Participant deferral / active EE | $7,684 | $4,673+64.4% | $4,276+79.7% | $6,341+21.2% |
| Admin fee / account holder | $38,665 | $6,753+472.6% | $5,949+549.9% | $12,309+214.1% |