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 6-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 | $111,049 | $70,756+56.9% | $65,493+69.6% | $142,382-22.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 16.17% | 1754.89%-1738.7pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,772 | $2,881+30.9% | $2,574+46.5% | $4,299-12.3% |
| Participant deferral / active EE | $11,062 | $4,637+138.5% | $3,961+179.3% | $6,507+70.0% |
| Admin fee / account holder | $6,441 | $6,559-1.8% | $5,028+28.1% | $12,624-49.0% |