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 | $149,942 | $124,185+20.7% | $108,410+38.3% | $167,490-10.5% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 15.63% | 1379.64%-1364.0pp | 905.27%-889.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $956 | $4,187-77.2% | $3,558-73.1% | $4,837-80.2% |
| Participant deferral / active EE | $10,308 | $6,908+49.2% | $6,563+57.1% | $6,341+62.6% |
| Admin fee / account holder | $6,136 | $9,455-35.1% | $7,295-15.9% | $12,309-50.2% |