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 | $115,800 | $63,346+82.8% | $92,233+25.6% | $70,131+65.1% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 17.12% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,722 | $2,471+91.1% | $3,679+28.4% | $2,342+101.6% |
| Participant deferral / active EE | $5,931 | $2,854+107.8% | $3,897+52.2% | $3,332+78.0% |
| Admin fee / account holder | $5,805 | $3,840+51.2% | $5,194+11.8% | $4,645+25.0% |