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 | $196,926 | $150,440+30.9% | $136,294+44.5% | $147,584+33.4% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 12.79% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $3,992 | $5,256-24.1% | $4,695-15.0% | $4,876-18.1% |
| Participant deferral / active EE | $8,195 | $6,630+23.6% | $6,247+31.2% | $5,439+50.7% |
| Admin fee / account holder | $9,821 | $10,905-9.9% | $9,243+6.3% | $10,885-9.8% |