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 | $168,154 | $150,440+11.8% | $136,294+23.4% | $147,584+13.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.63% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $7,938 | $5,256+51.0% | $4,695+69.1% | $4,876+62.8% |
| Participant deferral / active EE | $4,073 | $6,630-38.6% | $6,247-34.8% | $5,439-25.1% |
| Admin fee / account holder | $1,780 | $10,905-83.7% | $9,243-80.7% | $10,885-83.6% |