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 | $188,746 | $100,852+87.2% | $90,404+108.8% | $158,922+18.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 27.69% | 1724.20%-1696.5pp | 1293.02%-1265.3pp | 302.83%-275.1pp |
| Employer contribution / active EE | $2,508 | $3,689-32.0% | $3,262-23.1% | $4,761-47.3% |
| Participant deferral / active EE | $6,854 | $4,348+57.6% | $3,963+72.9% | $5,982+14.6% |
| Admin fee / account holder | $737 | $6,501-88.7% | $5,611-86.9% | $11,246-93.4% |