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 | $232,827 | $202,318+15.1% | $172,739+34.8% | $152,861+52.3% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 16.17% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.1pp |
| Employer contribution / active EE | $7,989 | $5,856+36.4% | $5,143+55.3% | $4,762+67.8% |
| Participant deferral / active EE | $9,233 | $5,948+55.2% | $5,198+77.6% | $5,850+57.8% |
| Admin fee / account holder | $17,685 | $17,109+3.4% | $13,954+26.7% | $11,596+52.5% |