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 | $100,295 | $210,648-52.4% | $177,989-43.7% | $145,922-31.3% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 7.99% | 385.86%-377.9pp | 294.48%-286.5pp | 561.29%-553.3pp |
| Employer contribution / active EE | $13,209 | $4,565+189.4% | $3,949+234.5% | $4,660+183.5% |
| Participant deferral / active EE | $5,122 | $6,958-26.4% | $6,276-18.4% | $6,688-23.4% |
| Admin fee / account holder | $3,647 | $12,013-69.6% | $10,363-64.8% | $13,397-72.8% |