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 | $169,475 | $97,757+73.4% | $83,848+102.1% | $135,375+25.2% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 6.92% | 1287.37%-1280.5pp | 850.88%-844.0pp | 519.73%-512.8pp |
| Employer contribution / active EE | $2,278 | $4,222-46.0% | $3,631-37.3% | $4,779-52.3% |
| Participant deferral / active EE | $2,789 | $4,682-40.4% | $4,082-31.7% | $5,609-50.3% |
| Admin fee / account holder | $1,595 | $6,674-76.1% | $5,478-70.9% | $10,827-85.3% |