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 | $178,302 | $104,486+70.6% | $76,817+132.1% | $152,861+16.6% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.4%+3.3pp |
| Annual return | 17.53% | 1013.37%-995.8pp | 1166.11%-1148.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,846 | $3,116+23.4% | $2,302+67.0% | $4,762-19.3% |
| Participant deferral / active EE | $8,342 | $4,236+96.9% | $3,336+150.1% | $5,850+42.6% |
| Admin fee / account holder | $13,445 | $12,275+9.5% | $6,420+109.4% | $11,596+15.9% |