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 | $145,649 | $102,604+42.0% | $86,188+69.0% | $139,434+4.5% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 14.79% | 1922.51%-1907.7pp | 1168.45%-1153.7pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,635 | $3,032-13.1% | $2,380+10.7% | $4,751-44.5% |
| Participant deferral / active EE | $10,325 | $4,676+120.8% | $3,985+159.1% | $6,710+53.9% |
| Admin fee / account holder | $575 | $8,657-93.4% | $6,852-91.6% | $11,403-95.0% |