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 | $168,704 | $88,751+90.1% | $81,812+106.2% | $145,922+15.6% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 15.88% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,643 | $3,083+18.1% | $2,912+25.1% | $4,660-21.8% |
| Participant deferral / active EE | $6,264 | $4,643+34.9% | $4,319+45.0% | $6,688-6.3% |
| Admin fee / account holder | $8,967 | $8,415+6.6% | $7,386+21.4% | $13,397-33.1% |