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 | $111,065 | $202,318-45.1% | $172,739-35.7% | $152,861-27.3% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 20.49% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $8,582 | $5,856+46.5% | $5,143+66.9% | $4,762+80.2% |
| Participant deferral / active EE | $2,577 | $5,948-56.7% | $5,198-50.4% | $5,850-56.0% |
| Admin fee / account holder | $3,413 | $17,109-80.1% | $13,954-75.5% | $11,596-70.6% |