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 | $115,666 | $57,281+101.9% | $86,612+33.5% | $75,163+53.9% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 15.05% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $597 | $2,314-74.2% | $3,022-80.3% | $2,670-77.6% |
| Participant deferral / active EE | $4,920 | $3,318+48.3% | $4,438+10.9% | $4,125+19.3% |
| Admin fee / account holder | $1,064 | $4,112-74.1% | $5,614-81.1% | $5,651-81.2% |