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 | $188,131 | $102,604+83.4% | $86,188+118.3% | $139,434+34.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 21.71% | 1922.51%-1900.8pp | 1168.45%-1146.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,570 | $3,032-15.3% | $2,380+8.0% | $4,751-45.9% |
| Participant deferral / active EE | $16,723 | $4,676+257.7% | $3,985+319.6% | $6,710+149.2% |
| Admin fee / account holder | $25,175 | $8,657+190.8% | $6,852+267.4% | $11,403+120.8% |