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 | $186,707 | $88,751+110.4% | $81,812+128.2% | $145,922+27.9% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.3%+17.1pp | 80.3%+9.2pp |
| Annual return | 13.38% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,789 | $3,083-9.5% | $2,912-4.2% | $4,660-40.1% |
| Participant deferral / active EE | $4,922 | $4,643+6.0% | $4,319+14.0% | $6,688-26.4% |
| Admin fee / account holder | $40,799 | $8,415+384.8% | $7,386+452.4% | $13,397+204.5% |