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 | $146,182 | $70,756+106.6% | $65,493+123.2% | $142,382+2.7% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 15.38% | 1754.89%-1739.5pp | 982.45%-967.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,803 | $2,881+101.4% | $2,574+125.4% | $4,299+35.0% |
| Participant deferral / active EE | $8,220 | $4,637+77.3% | $3,961+107.5% | $6,507+26.3% |
| Admin fee / account holder | $18,698 | $6,559+185.1% | $5,028+271.9% | $12,624+48.1% |