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 | $107,188 | $58,927+81.9% | $76,817+39.5% | $72,985+46.9% |
| Participation rate | 97.0% | 67.3%+29.6pp | 72.1%+24.9pp | 69.5%+27.5pp |
| Annual return | 17.83% | 2305.64%-2287.8pp | 1166.11%-1148.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $5,507 | $1,787+208.2% | $2,302+139.2% | $2,440+125.7% |
| Participant deferral / active EE | $4,271 | $2,690+58.7% | $3,336+28.0% | $3,607+18.4% |
| Admin fee / account holder | $5,253 | $4,013+30.9% | $6,420-18.2% | $5,124+2.5% |