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 | $97,939 | $57,281+71.0% | $86,612+13.1% | $75,163+30.3% |
| Participation rate | 92.1% | 63.2%+28.9pp | 71.7%+20.4pp | 67.2%+24.9pp |
| Annual return | 26.58% | 2670.75%-2644.2pp | 591.07%-564.5pp | 160.62%-134.0pp |
| Employer contribution / active EE | $3,942 | $2,314+70.3% | $3,022+30.4% | $2,670+47.6% |
| Participant deferral / active EE | $11,838 | $3,318+256.8% | $4,438+166.8% | $4,125+187.0% |
| Admin fee / account holder | $3,799 | $4,112-7.6% | $5,614-32.3% | $5,651-32.8% |