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 | $133,741 | $109,817+21.8% | $98,442+35.9% | $167,490-20.2% |
| Participation rate | 95.0% | 75.8%+19.2pp | 73.3%+21.7pp | 82.1%+12.9pp |
| Annual return | 12.99% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,384 | $3,224+5.0% | $2,960+14.3% | $4,837-30.0% |
| Participant deferral / active EE | $8,232 | $4,673+76.2% | $4,276+92.5% | $6,341+29.8% |
| Admin fee / account holder | $1,493 | $6,753-77.9% | $5,949-74.9% | $12,309-87.9% |