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 8-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 | $105,114 | $88,751+18.4% | $81,812+28.5% | $145,922-28.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 17.17% | 1025.40%-1008.2pp | 773.79%-756.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,491 | $3,083+78.1% | $2,912+88.5% | $4,660+17.8% |
| Participant deferral / active EE | $12,390 | $4,643+166.8% | $4,319+186.9% | $6,688+85.3% |
| Admin fee / account holder | $9,848 | $8,415+17.0% | $7,386+33.3% | $13,397-26.5% |