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 | $223,992 | $210,648+6.3% | $177,989+25.8% | $145,922+53.5% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 9.70% | 385.86%-376.2pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,743 | $4,565+69.6% | $3,949+96.1% | $4,660+66.2% |
| Participant deferral / active EE | $7,743 | $6,958+11.3% | $6,276+23.4% | $6,688+15.8% |
| Admin fee / account holder | $3,151 | $12,013-73.8% | $10,363-69.6% | $13,397-76.5% |