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 | $239,787 | $202,318+18.5% | $172,739+38.8% | $152,861+56.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 22.67% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $6,829 | $5,856+16.6% | $5,143+32.8% | $4,762+43.4% |
| Participant deferral / active EE | $4,708 | $5,948-20.9% | $5,198-9.4% | $5,850-19.5% |
| Admin fee / account holder | $8,009 | $17,109-53.2% | $13,954-42.6% | $11,596-30.9% |