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 | $227,916 | $202,318+12.7% | $172,739+31.9% | $152,861+49.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 17.37% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,463 | $5,856-57.9% | $5,143-52.1% | $4,762-48.3% |
| Participant deferral / active EE | $5,611 | $5,948-5.7% | $5,198+7.9% | $5,850-4.1% |
| Admin fee / account holder | $1,792 | $17,109-89.5% | $13,954-87.2% | $11,596-84.6% |