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 | $202,123 | $100,852+100.4% | $90,404+123.6% | $158,922+27.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 12.71% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,901 | $3,689-48.5% | $3,262-41.7% | $4,761-60.1% |
| Participant deferral / active EE | $5,505 | $4,348+26.6% | $3,963+38.9% | $5,982-8.0% |
| Admin fee / account holder | $1,871 | $6,501-71.2% | $5,611-66.7% | $11,246-83.4% |