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 | $187,246 | $103,376+81.1% | $87,100+115.0% | $152,861+22.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 190.38% | 28.10%+162.3pp | 28.19%+162.2pp | 345.32%-154.9pp |
| Employer contribution / active EE | $13,695 | $3,220+325.3% | $2,521+443.2% | $4,762+187.6% |
| Participant deferral / active EE | $9,427 | $4,778+97.3% | $4,049+132.8% | $5,850+61.1% |
| Admin fee / account holder | $1,130 | $12,205-90.7% | $7,497-84.9% | $11,596-90.3% |