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 | $86,799 | $171,865-49.5% | $149,718-42.0% | $147,584-41.2% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 18.92% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $7,956 | $6,275+26.8% | $5,445+46.1% | $4,876+63.2% |
| Participant deferral / active EE | $11,661 | $7,271+60.4% | $6,569+77.5% | $5,439+114.4% |
| Admin fee / account holder | $1,279 | $13,799-90.7% | $11,283-88.7% | $10,885-88.2% |