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 | $111,140 | $88,751+25.2% | $81,812+35.8% | $145,922-23.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 12.35% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,744 | $3,083-11.0% | $2,912-5.8% | $4,660-41.1% |
| Participant deferral / active EE | $12,642 | $4,643+172.3% | $4,319+192.7% | $6,688+89.0% |
| Admin fee / account holder | $6,768 | $8,415-19.6% | $7,386-8.4% | $13,397-49.5% |