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 | $158,006 | $138,044+14.5% | $125,339+26.1% | $134,475+17.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -16.19% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,724 | $5,243-29.0% | $4,814-22.6% | $4,740-21.4% |
| Participant deferral / active EE | $9,696 | $7,799+24.3% | $7,446+30.2% | $6,400+51.5% |
| Admin fee / account holder | $1,016 | $11,571-91.2% | $10,010-89.8% | $11,426-91.1% |