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 | $239,072 | $209,832+13.9% | $189,513+26.2% | $167,490+42.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.36% | 748.27%-738.9pp | 555.15%-545.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,626 | $6,914-76.5% | $6,162-73.6% | $4,837-66.4% |
| Participant deferral / active EE | $13,150 | $8,935+47.2% | $8,221+60.0% | $6,341+107.4% |
| Admin fee / account holder | $9,732 | $14,293-31.9% | $12,045-19.2% | $12,309-20.9% |