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 | $248,646 | $202,318+22.9% | $172,739+43.9% | $152,861+62.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 21.68% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,596 | $5,856-55.7% | $5,143-49.5% | $4,762-45.5% |
| Participant deferral / active EE | $7,196 | $5,948+21.0% | $5,198+38.4% | $5,850+23.0% |
| Admin fee / account holder | $811 | $17,109-95.3% | $13,954-94.2% | $11,596-93.0% |