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 | $119,262 | $88,751+34.4% | $81,812+45.8% | $145,922-18.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 16.44% | 1025.40%-1009.0pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,294 | $3,083+6.8% | $2,912+13.1% | $4,660-29.3% |
| Participant deferral / active EE | $9,651 | $4,643+107.8% | $4,319+123.5% | $6,688+44.3% |
| Admin fee / account holder | $14,817 | $8,415+76.1% | $7,386+100.6% | $13,397+10.6% |