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 | $225,084 | $70,756+218.1% | $65,493+243.7% | $142,382+58.1% |
| Participation rate | 95.0% | 77.4%+17.6pp | 73.1%+21.9pp | 80.1%+14.9pp |
| Annual return | 13.63% | 1754.89%-1741.3pp | 982.45%-968.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,193 | $2,881+80.3% | $2,574+101.7% | $4,299+20.8% |
| Participant deferral / active EE | $12,337 | $4,637+166.0% | $3,961+211.5% | $6,507+89.6% |
| Admin fee / account holder | $8,832 | $6,559+34.7% | $5,028+75.7% | $12,624-30.0% |