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 | $126,020 | $102,604+22.8% | $86,188+46.2% | $139,434-9.6% |
| Participation rate | 95.2% | 74.5%+20.7pp | 69.0%+26.3pp | 80.3%+14.9pp |
| Annual return | 16.15% | 1922.51%-1906.4pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,194 | $3,032-27.6% | $2,380-7.8% | $4,751-53.8% |
| Participant deferral / active EE | $5,341 | $4,676+14.2% | $3,985+34.0% | $6,710-20.4% |
| Admin fee / account holder | $10,802 | $8,657+24.8% | $6,852+57.6% | $11,403-5.3% |