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 | $217,324 | $70,756+207.1% | $65,493+231.8% | $142,382+52.6% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 16.55% | 1754.89%-1738.3pp | 982.45%-965.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $11,410 | $2,881+296.1% | $2,574+343.2% | $4,299+165.4% |
| Participant deferral / active EE | $6,324 | $4,637+36.4% | $3,961+59.7% | $6,507-2.8% |
| Admin fee / account holder | $1,008 | $6,559-84.6% | $5,028-80.0% | $12,624-92.0% |