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 | $169,173 | $105,998+59.6% | $92,233+83.4% | $147,584+14.6% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 15.43% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,240 | $4,333-25.2% | $3,679-12.0% | $4,876-33.6% |
| Participant deferral / active EE | $5,877 | $4,478+31.2% | $3,897+50.8% | $5,439+8.1% |
| Admin fee / account holder | $1,022 | $6,332-83.9% | $5,194-80.3% | $10,885-90.6% |