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 | $110,366 | $90,348+22.2% | $75,972+45.3% | $145,922-24.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 9.87% | 620.88%-611.0pp | 359.55%-349.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,004 | $3,311-69.7% | $2,685-62.6% | $4,660-78.5% |
| Participant deferral / active EE | $6,198 | $5,162+20.1% | $4,255+45.6% | $6,688-7.3% |
| Admin fee / account holder | $4,631 | $8,467-45.3% | $6,467-28.4% | $13,397-65.4% |