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 | $227,773 | $124,185+83.4% | $108,410+110.1% | $167,490+36.0% |
| Participation rate | 72.7% | 82.3%-9.6pp | 80.1%-7.4pp | 82.1%-9.4pp |
| Annual return | 14.38% | 1379.64%-1365.3pp | 905.27%-890.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $5,106 | $4,187+22.0% | $3,558+43.5% | $4,837+5.6% |
| Participant deferral / active EE | $11,015 | $6,908+59.4% | $6,563+67.8% | $6,341+73.7% |
| Admin fee / account holder | $30,001 | $9,455+217.3% | $7,295+311.3% | $12,309+143.7% |