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 | $246,285 | $171,865+43.3% | $149,718+64.5% | $147,584+66.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 9.77% | 2113.22%-2103.4pp | 1501.63%-1491.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,611 | $6,275-58.4% | $5,445-52.0% | $4,876-46.5% |
| Participant deferral / active EE | $7,578 | $7,271+4.2% | $6,569+15.4% | $5,439+39.3% |
| Admin fee / account holder | $1,332 | $13,799-90.4% | $11,283-88.2% | $10,885-87.8% |