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 | $117,957 | $70,756+66.7% | $65,493+80.1% | $142,382-17.2% |
| Participation rate | 89.5% | 77.4%+12.1pp | 73.1%+16.4pp | 80.1%+9.4pp |
| Annual return | 18.05% | 1754.89%-1736.8pp | 982.45%-964.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,555 | $2,881+92.8% | $2,574+115.8% | $4,299+29.2% |
| Participant deferral / active EE | $7,893 | $4,637+70.2% | $3,961+99.3% | $6,507+21.3% |
| Admin fee / account holder | $8,090 | $6,559+23.3% | $5,028+60.9% | $12,624-35.9% |