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 | $198,633 | $70,756+180.7% | $65,493+203.3% | $142,382+39.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 11.41% | 1754.89%-1743.5pp | 982.45%-971.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,888 | $2,881+35.0% | $2,574+51.0% | $4,299-9.6% |
| Participant deferral / active EE | $14,786 | $4,637+218.8% | $3,961+273.3% | $6,507+127.2% |
| Admin fee / account holder | $19,751 | $6,559+201.1% | $5,028+292.8% | $12,624+56.5% |