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 | $183,480 | $96,305+90.5% | $80,569+127.7% | $139,434+31.6% |
| Participation rate | 92.3% | 73.6%+18.7pp | 67.0%+25.3pp | 80.3%+12.0pp |
| Annual return | 17.27% | 1350.08%-1332.8pp | 935.43%-918.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $12,745 | $3,262+290.7% | $2,723+368.0% | $4,751+168.3% |
| Participant deferral / active EE | $13,399 | $5,232+156.1% | $4,447+201.3% | $6,710+99.7% |
| Admin fee / account holder | $529 | $6,599-92.0% | $5,377-90.2% | $11,403-95.4% |