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 | $126,713 | $124,185+2.0% | $108,410+16.9% | $167,490-24.3% |
| Participation rate | 88.2% | 82.3%+6.0pp | 80.1%+8.1pp | 82.1%+6.1pp |
| Annual return | 25.99% | 1379.64%-1353.6pp | 905.27%-879.3pp | 478.56%-452.6pp |
| Employer contribution / active EE | $5,027 | $4,187+20.1% | $3,558+41.3% | $4,837+3.9% |
| Participant deferral / active EE | $10,815 | $6,908+56.6% | $6,563+64.8% | $6,341+70.6% |
| Admin fee / account holder | $4,029 | $9,455-57.4% | $7,295-44.8% | $12,309-67.3% |