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 | $137,644 | $88,751+55.1% | $81,812+68.2% | $145,922-5.7% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 18.27% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,369 | $3,083+9.3% | $2,912+15.7% | $4,660-27.7% |
| Participant deferral / active EE | $6,181 | $4,643+33.1% | $4,319+43.1% | $6,688-7.6% |
| Admin fee / account holder | $491 | $8,415-94.2% | $7,386-93.4% | $13,397-96.3% |