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 | $106,477 | $57,281+85.9% | $86,612+22.9% | $75,163+41.7% |
| Participation rate | 97.0% | 63.2%+33.8pp | 71.7%+25.3pp | 67.2%+29.8pp |
| Annual return | 15.40% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,194 | $2,314+81.2% | $3,022+38.8% | $2,670+57.1% |
| Participant deferral / active EE | $8,160 | $3,318+145.9% | $4,438+83.9% | $4,125+97.8% |
| Admin fee / account holder | $617 | $4,112-85.0% | $5,614-89.0% | $5,651-89.1% |