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 | $149,431 | $109,817+36.1% | $98,442+51.8% | $167,490-10.8% |
| Participation rate | 78.6% | 75.8%+2.7pp | 73.3%+5.2pp | 82.1%-3.5pp |
| Annual return | 11.24% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,333 | $3,224-27.6% | $2,960-21.2% | $4,837-51.8% |
| Participant deferral / active EE | $6,982 | $4,673+49.4% | $4,276+63.3% | $6,341+10.1% |
| Admin fee / account holder | $1,977 | $6,753-70.7% | $5,949-66.8% | $12,309-83.9% |