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 | $122,874 | $96,305+27.6% | $80,569+52.5% | $139,434-11.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 15.54% | 1350.08%-1334.5pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $5,897 | $3,262+80.8% | $2,723+116.5% | $4,751+24.1% |
| Participant deferral / active EE | $10,442 | $5,232+99.6% | $4,447+134.8% | $6,710+55.6% |
| Admin fee / account holder | $14,030 | $6,599+112.6% | $5,377+160.9% | $11,403+23.0% |