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 | $109,706 | $88,751+23.6% | $81,812+34.1% | $145,922-24.8% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 14.43% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,758 | $3,083+86.7% | $2,912+97.7% | $4,660+23.6% |
| Participant deferral / active EE | $6,362 | $4,643+37.0% | $4,319+47.3% | $6,688-4.9% |
| Admin fee / account holder | $3,321 | $8,415-60.5% | $7,386-55.0% | $13,397-75.2% |