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 | $104,743 | $97,757+7.1% | $83,848+24.9% | $135,375-22.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 22.11% | 1287.37%-1265.3pp | 850.88%-828.8pp | 519.73%-497.6pp |
| Employer contribution / active EE | $742 | $4,222-82.4% | $3,631-79.6% | $4,779-84.5% |
| Participant deferral / active EE | $4,482 | $4,682-4.3% | $4,082+9.8% | $5,609-20.1% |
| Admin fee / account holder | $1,864 | $6,674-72.1% | $5,478-66.0% | $10,827-82.8% |