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 | $118,011 | $102,604+15.0% | $86,188+36.9% | $139,434-15.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 22.27% | 1922.51%-1900.2pp | 1168.45%-1146.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $947 | $3,032-68.8% | $2,380-60.2% | $4,751-80.1% |
| Participant deferral / active EE | $11,316 | $4,676+142.0% | $3,985+183.9% | $6,710+68.6% |
| Admin fee / account holder | $1,602 | $8,657-81.5% | $6,852-76.6% | $11,403-85.9% |