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 | $148,441 | $102,604+44.7% | $86,188+72.2% | $139,434+6.5% |
| Participation rate | 88.2% | 74.5%+13.7pp | 69.0%+19.3pp | 80.3%+7.9pp |
| Annual return | 15.17% | 1922.51%-1907.3pp | 1168.45%-1153.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,512 | $3,032+15.8% | $2,380+47.5% | $4,751-26.1% |
| Participant deferral / active EE | $7,627 | $4,676+63.1% | $3,985+91.4% | $6,710+13.7% |
| Admin fee / account holder | $3,644 | $8,657-57.9% | $6,852-46.8% | $11,403-68.0% |