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 | $223,813 | $202,318+10.6% | $172,739+29.6% | $152,861+46.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.98% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,606 | $5,856-38.4% | $5,143-29.9% | $4,762-24.3% |
| Participant deferral / active EE | $9,820 | $5,948+65.1% | $5,198+88.9% | $5,850+67.9% |
| Admin fee / account holder | $1,323 | $17,109-92.3% | $13,954-90.5% | $11,596-88.6% |