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 | $168,142 | $171,865-2.2% | $149,718+12.3% | $147,584+13.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.75% | 2113.22%-2093.5pp | 1501.63%-1481.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $5,107 | $6,275-18.6% | $5,445-6.2% | $4,876+4.7% |
| Participant deferral / active EE | $9,980 | $7,271+37.3% | $6,569+51.9% | $5,439+83.5% |
| Admin fee / account holder | $1,172 | $13,799-91.5% | $11,283-89.6% | $10,885-89.2% |