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 | $139,092 | $57,281+142.8% | $86,612+60.6% | $75,163+85.1% |
| Participation rate | 91.7% | 63.2%+28.5pp | 71.7%+20.0pp | 67.2%+24.5pp |
| Annual return | 14.64% | 2670.75%-2656.1pp | 591.07%-576.4pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,572 | $2,314+11.1% | $3,022-14.9% | $2,670-3.7% |
| Participant deferral / active EE | $9,397 | $3,318+183.2% | $4,438+111.7% | $4,125+127.8% |
| Admin fee / account holder | $21,148 | $4,112+414.3% | $5,614+276.7% | $5,651+274.2% |