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 | $122,099 | $63,346+92.7% | $92,233+32.4% | $70,131+74.1% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 19.08% | 530.12%-511.0pp | 176.28%-157.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $7,377 | $2,471+198.5% | $3,679+100.5% | $2,342+214.9% |
| Participant deferral / active EE | $7,339 | $2,854+157.2% | $3,897+88.3% | $3,332+120.3% |
| Admin fee / account holder | $2,481 | $3,840-35.4% | $5,194-52.2% | $4,645-46.6% |