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 | $88,519 | $202,318-56.2% | $172,739-48.8% | $152,861-42.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 20.00% | 1029.65%-1009.7pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $9,497 | $5,856+62.2% | $5,143+84.7% | $4,762+99.4% |
| Participant deferral / active EE | $6,234 | $5,948+4.8% | $5,198+19.9% | $5,850+6.6% |
| Admin fee / account holder | $972 | $17,109-94.3% | $13,954-93.0% | $11,596-91.6% |