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 | $214,050 | $88,751+141.2% | $81,812+161.6% | $145,922+46.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 14.27% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,614 | $3,083+147.0% | $2,912+161.5% | $4,660+63.4% |
| Participant deferral / active EE | $7,361 | $4,643+58.5% | $4,319+70.4% | $6,688+10.1% |
| Admin fee / account holder | $2,702 | $8,415-67.9% | $7,386-63.4% | $13,397-79.8% |