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 | $231,321 | $150,440+53.8% | $136,294+69.7% | $147,584+56.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.57% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,557 | $5,256+5.7% | $4,695+18.3% | $4,876+13.9% |
| Participant deferral / active EE | $2,897 | $6,630-56.3% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $6,133 | $10,905-43.8% | $9,243-33.6% | $10,885-43.7% |