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 | $155,894 | $88,751+75.7% | $81,812+90.6% | $145,922+6.8% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 13.64% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $6,385 | $3,083+107.1% | $2,912+119.2% | $4,660+37.0% |
| Participant deferral / active EE | $7,495 | $4,643+61.4% | $4,319+73.5% | $6,688+12.1% |
| Admin fee / account holder | $2,725 | $8,415-67.6% | $7,386-63.1% | $13,397-79.7% |