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 | $121,252 | $109,817+10.4% | $98,442+23.2% | $167,490-27.6% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 21.22% | 1956.69%-1935.5pp | 1492.73%-1471.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,847 | $3,224-42.7% | $2,960-37.6% | $4,837-61.8% |
| Participant deferral / active EE | $4,027 | $4,673-13.8% | $4,276-5.8% | $6,341-36.5% |
| Admin fee / account holder | $489 | $6,753-92.8% | $5,949-91.8% | $12,309-96.0% |