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 | $234,235 | $209,832+11.6% | $189,513+23.6% | $167,490+39.8% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 9.69% | 748.27%-738.6pp | 555.15%-545.5pp | 478.56%-468.9pp |
| Employer contribution / active EE | $7,321 | $6,914+5.9% | $6,162+18.8% | $4,837+51.3% |
| Participant deferral / active EE | $14,420 | $8,935+61.4% | $8,221+75.4% | $6,341+127.4% |
| Admin fee / account holder | $3,541 | $14,293-75.2% | $12,045-70.6% | $12,309-71.2% |