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 | $217,863 | $202,318+7.7% | $172,739+26.1% | $152,861+42.5% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 23.90% | 1029.65%-1005.8pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,223 | $5,856-62.0% | $5,143-56.8% | $4,762-53.3% |
| Participant deferral / active EE | $7,831 | $5,948+31.7% | $5,198+50.7% | $5,850+33.9% |
| Admin fee / account holder | $4,336 | $17,109-74.7% | $13,954-68.9% | $11,596-62.6% |