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 | $187,670 | $81,625+129.9% | $58,482+220.9% | $139,434+34.6% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 16.00% | 7404.20%-7388.2pp | 4239.32%-4223.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $10,907 | $1,398+680.0% | $1,053+935.5% | $4,751+129.6% |
| Participant deferral / active EE | $2,007 | $2,557-21.5% | $1,924+4.3% | $6,710-70.1% |
| Admin fee / account holder | $1,422 | $3,265-56.5% | $2,516-43.5% | $11,403-87.5% |