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 | $132,994 | $99,877+33.2% | $84,966+56.5% | $145,922-8.9% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 140.28% | 83.76%+56.5pp | 66.38%+73.9pp | 561.29%-421.0pp |
| Employer contribution / active EE | $3,831 | $3,231+18.6% | $2,727+40.5% | $4,660-17.8% |
| Participant deferral / active EE | $7,850 | $5,291+48.4% | $4,519+73.7% | $6,688+17.4% |
| Admin fee / account holder | $109,335 | $7,248+1408.5% | $6,149+1678.2% | $13,397+716.1% |