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 | $160,909 | $100,852+59.5% | $90,404+78.0% | $158,922+1.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.90% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $10,114 | $3,689+174.2% | $3,262+210.1% | $4,761+112.4% |
| Participant deferral / active EE | $22,718 | $4,348+422.5% | $3,963+473.2% | $5,982+279.8% |
| Admin fee / account holder | $55,346 | $6,501+751.3% | $5,611+886.4% | $11,246+392.2% |