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 | $138,152 | $88,751+55.7% | $81,812+68.9% | $145,922-5.3% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 9.94% | 1025.40%-1015.5pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,706 | $3,083+20.2% | $2,912+27.3% | $4,660-20.5% |
| Participant deferral / active EE | $10,921 | $4,643+135.2% | $4,319+152.9% | $6,688+63.3% |
| Admin fee / account holder | $28,995 | $8,415+244.5% | $7,386+292.6% | $13,397+116.4% |